+67.8%
KNX vs IBB
+42.3%
+25.4%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.8% |
| 7D | -0.5% | -5.2% | +4.7% | +1.3% |
| 30D | +1.0% | +1.5% | -0.4% | +0.3% |
| 3M | -12.6% | +22.1% | -34.8% | -20.1% |
| 6M | +21.1% | +17.7% | +3.4% | +12.1% |
| YTD | +33.2% | +20.2% | +13.0% | +21.8% |
| 1Y | +67.8% | +44.4% | +23.3% | +37.6% |
| All | +67.8% | +42.3% | +25.4% | +37.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling