+72.6%
KKR vs IBB
+20.0%
+52.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.8% |
| 7D | -2.2% | -3.9% | +1.7% | +1.3% |
| 30D | +0.3% | +2.7% | -2.5% | -2.6% |
| 3M | +8.8% | +21.4% | -12.5% | -9.9% |
| 6M | +14.9% | +20.1% | -5.2% | -4.2% |
| YTD | -17.9% | +21.9% | -39.7% | -33.0% |
| 1Y | -23.7% | +44.1% | -67.8% | -47.7% |
| 3Y | +69.1% | +63.4% | +5.7% | +0.1% |
| 5Y | +72.6% | +19.8% | +52.8% | +38.5% |
| All | +72.6% | +20.0% | +52.6% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling