-20.2%
KR vs IBB
+17.8%
-38.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +0.6% |
| 7D | -2.7% | -5.2% | +2.6% | -3.9% |
| 30D | +1.9% | +1.5% | +0.5% | +2.7% |
| 3M | -11.0% | +22.1% | -33.2% | -4.2% |
| 6M | -20.2% | +17.7% | -37.9% | -15.1% |
| All | -20.2% | +17.8% | -38.0% | -15.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling