+1,951.2%
KNX vs IBB
+560.8%
+1,390.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.9% | +4.7% | +4.2% |
| 7D | +7.4% | +1.4% | +6.0% | +6.5% |
| 30D | +2.0% | +10.5% | -8.5% | -3.6% |
| 3M | -7.9% | +23.6% | -31.5% | -18.1% |
| 6M | +14.4% | +22.6% | -8.3% | +1.9% |
| YTD | +38.9% | +25.7% | +13.2% | +22.0% |
| 1Y | +65.9% | +51.4% | +14.5% | +31.8% |
| 3Y | +35.8% | +64.4% | -28.5% | +3.4% |
| 5Y | +43.3% | +22.1% | +21.2% | +25.1% |
| 10Y | +179.6% | +132.5% | +47.2% | +65.3% |
| All | +1,951.2% | +560.8% | +1,390.4% | +472.3% |
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