-11.7%
KR vs IBB
+51.5%
-63.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | -0.1% |
| 7D | +1.5% | +1.4% | +0.1% | +1.8% |
| 30D | +4.1% | +10.5% | -6.4% | +6.7% |
| 3M | -5.2% | +23.6% | -28.9% | +0.4% |
| 6M | -12.8% | +22.6% | -35.4% | -7.2% |
| YTD | -4.6% | +25.7% | -30.3% | +1.6% |
| 1Y | -11.7% | +51.4% | -63.1% | -3.6% |
| All | -11.7% | +51.5% | -63.1% | -3.6% |
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