-20.4%
KVUE vs IBB
+64.2%
-84.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.9% |
| 7D | -2.2% | +1.4% | -3.7% | -2.5% |
| 30D | -3.7% | +10.5% | -14.2% | -5.8% |
| 3M | +12.3% | +23.6% | -11.4% | +6.9% |
| 6M | +5.4% | +22.6% | -17.2% | +0.5% |
| YTD | +12.4% | +25.7% | -13.2% | +6.4% |
| 1Y | -4.4% | +51.4% | -55.8% | -14.0% |
| 3Y | -7.5% | +64.4% | -71.9% | -21.6% |
| All | -20.4% | +64.2% | -84.6% | -32.6% |
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