+36.4%
KR vs IBB
+20.0%
+16.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.3% |
| 7D | -3.1% | -3.9% | +0.8% | -3.0% |
| 30D | +0.6% | +2.7% | -2.1% | +0.6% |
| 3M | -9.8% | +21.4% | -31.1% | -10.2% |
| 6M | -22.1% | +20.1% | -42.2% | -22.4% |
| YTD | -8.1% | +21.9% | -30.0% | -8.6% |
| 1Y | -14.7% | +44.1% | -58.8% | -16.1% |
| 3Y | +28.6% | +63.4% | -34.8% | +24.7% |
| 5Y | +36.4% | +19.8% | +16.6% | +30.4% |
| All | +36.4% | +20.0% | +16.4% | +30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling