+1,750.7%
KKR vs IBB
+726.4%
+1,024.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -1.2% |
| 7D | -0.9% | +1.4% | -2.3% | -1.9% |
| 30D | +2.2% | +10.5% | -8.3% | -5.4% |
| 3M | +13.1% | +23.6% | -10.6% | -4.0% |
| 6M | +15.3% | +22.6% | -7.4% | -1.9% |
| YTD | -15.0% | +25.7% | -40.7% | -29.2% |
| 1Y | -21.0% | +51.4% | -72.4% | -43.0% |
| 3Y | +76.7% | +64.4% | +12.3% | +20.1% |
| 5Y | +74.3% | +22.1% | +52.2% | +47.0% |
| 10Y | +753.7% | +132.5% | +621.3% | +356.7% |
| All | +1,750.7% | +726.4% | +1,024.3% | +163.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling