+164.3%
KNX vs IBB
+125.2%
+39.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +1.1% |
| 7D | -0.5% | -5.2% | +4.7% | +2.2% |
| 30D | +1.0% | +1.5% | -0.4% | 0.0% |
| 3M | -12.6% | +22.1% | -34.8% | -21.6% |
| 6M | +21.1% | +17.7% | +3.4% | +10.4% |
| YTD | +33.2% | +20.2% | +13.0% | +20.0% |
| 1Y | +67.8% | +44.4% | +23.3% | +37.2% |
| 3Y | +37.3% | +61.1% | -23.8% | +6.1% |
| 5Y | +41.1% | +18.5% | +22.5% | +23.8% |
| All | +164.3% | +125.2% | +39.1% | +61.0% |
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