-1.9%
KKR vs IBB
+25.6%
-27.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.7% | -2.1% |
| 7D | -1.1% | +1.6% | -2.8% | -1.7% |
| 30D | +11.5% | +6.7% | +4.8% | +9.2% |
| 3M | -12.4% | +6.3% | -18.7% | -13.6% |
| 6M | -1.9% | +23.9% | -25.8% | -7.9% |
| All | -1.9% | +25.6% | -27.5% | -7.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling