+10.6%
KR vs IBB
+42.2%
-31.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +3.7% |
| 7D | +6.1% | +2.2% | +3.9% | +6.5% |
| 30D | +17.3% | +6.3% | +11.0% | +18.7% |
| 3M | +20.2% | +16.3% | +3.9% | +24.7% |
| 6M | +3.3% | +30.0% | -26.6% | +11.3% |
| YTD | +12.3% | +31.1% | -18.9% | +21.0% |
| 1Y | +10.6% | +42.0% | -31.3% | +19.7% |
| All | +10.6% | +42.2% | -31.6% | +19.7% |
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