+41.8%
KNX vs IBB
+20.0%
+21.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.3% |
| 7D | +2.3% | -3.9% | +6.2% | +4.6% |
| 30D | +0.5% | +2.7% | -2.3% | -1.4% |
| 3M | -14.1% | +21.4% | -35.5% | -23.7% |
| 6M | +19.8% | +20.1% | -0.3% | +6.7% |
| YTD | +32.7% | +21.9% | +10.9% | +17.1% |
| 1Y | +62.3% | +44.1% | +18.2% | +29.2% |
| 3Y | +36.8% | +63.4% | -26.5% | +0.9% |
| 5Y | +41.8% | +19.8% | +22.0% | +9.6% |
| All | +41.8% | +20.0% | +21.8% | +9.6% |
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 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