+651.4%
KKR vs IBB
+126.8%
+524.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.2% |
| 7D | +1.6% | -0.5% | +2.2% | +2.0% |
| 30D | +14.5% | +4.6% | +10.0% | +10.2% |
| 3M | -15.0% | +6.8% | -21.8% | -20.1% |
| 6M | +1.0% | +23.1% | -22.1% | -16.1% |
| YTD | -22.6% | +26.0% | -48.7% | -37.5% |
| 1Y | -18.2% | +30.4% | -48.6% | -35.9% |
| 3Y | +56.4% | +85.4% | -29.1% | -9.8% |
| 5Y | +29.6% | +39.7% | -10.2% | -5.5% |
| All | +651.4% | +126.8% | +524.7% | +282.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling