+581.6%
KR vs IBB
+560.8%
+20.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.4% |
| 7D | +1.5% | +1.4% | +0.1% | +1.2% |
| 30D | +4.1% | +10.5% | -6.4% | +1.4% |
| 3M | -5.2% | +23.6% | -28.9% | -10.3% |
| 6M | -12.8% | +22.6% | -35.4% | -17.6% |
| YTD | -4.6% | +25.7% | -30.3% | -10.6% |
| 1Y | -11.7% | +51.4% | -63.1% | -21.2% |
| 3Y | +36.3% | +64.4% | -28.1% | +17.5% |
| 5Y | +40.0% | +22.1% | +17.8% | +29.1% |
| 10Y | +122.2% | +132.5% | -10.3% | +64.1% |
| All | +581.6% | +560.8% | +20.8% | +191.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling