-24.4%
KVUE vs IBB
+57.0%
-81.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | -6.1% | -5.2% | -0.9% | -5.0% |
| 30D | -5.6% | +1.5% | -7.0% | -5.9% |
| 3M | -0.3% | +22.1% | -22.5% | -4.8% |
| 6M | +1.4% | +17.7% | -16.4% | -2.5% |
| YTD | +6.7% | +20.2% | -13.4% | +2.1% |
| 1Y | +1.0% | +44.4% | -43.5% | -8.2% |
| 3Y | -5.4% | +61.1% | -66.5% | -19.5% |
| All | -24.4% | +57.0% | -81.5% | -35.4% |
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