+32.8%
KR vs IBB
+63.1%
-30.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.4% |
| 7D | -3.1% | -3.9% | +0.8% | -3.3% |
| 30D | +0.6% | +2.7% | -2.1% | +0.8% |
| 3M | -9.8% | +21.4% | -31.1% | -8.5% |
| 6M | -22.1% | +20.1% | -42.2% | -21.0% |
| YTD | -8.1% | +21.9% | -30.0% | -6.8% |
| 1Y | -14.7% | +44.1% | -58.8% | -13.6% |
| All | +32.8% | +63.1% | -30.3% | +29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling