+70.9%
KRE vs BBIO
+136.7%
-65.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -1.8% | -3.2% | +1.4% | -1.5% |
| 30D | -4.5% | -13.6% | +9.1% | -3.1% |
| 3M | +2.7% | +7.2% | -4.5% | +1.7% |
| 6M | +16.9% | +1.5% | +15.4% | +16.2% |
| YTD | +15.4% | -5.3% | +20.7% | +15.0% |
| 1Y | +16.1% | +37.7% | -21.6% | +10.9% |
| 3Y | +85.7% | +153.9% | -68.2% | +62.6% |
| 5Y | +33.3% | +43.9% | -10.6% | +7.9% |
| All | +70.9% | +136.7% | -65.7% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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