+220.2%
KR vs BBIO
+136.7%
+83.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | -0.2% | -3.2% | +3.0% | -0.2% |
| 30D | +5.1% | -13.6% | +18.6% | +5.0% |
| 3M | -8.2% | +7.2% | -15.4% | -8.1% |
| 6M | -18.0% | +1.5% | -19.5% | -18.0% |
| YTD | -4.8% | -5.3% | +0.5% | -4.8% |
| 1Y | -11.0% | +37.7% | -48.7% | -10.9% |
| 3Y | +37.7% | +153.9% | -116.2% | +38.1% |
| 5Y | +52.8% | +43.9% | +8.9% | +53.9% |
| All | +220.2% | +136.7% | +83.5% | +222.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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