-33.0%
KWEB vs BBIO
+136.7%
-169.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | -5.6% | -3.2% | -2.4% | -5.2% |
| 30D | -10.7% | -13.6% | +2.9% | -9.1% |
| 3M | -7.4% | +7.2% | -14.7% | -8.5% |
| 6M | -19.3% | +1.5% | -20.8% | -19.9% |
| YTD | -27.8% | -5.3% | -22.5% | -27.9% |
| 1Y | -35.9% | +37.7% | -73.7% | -39.2% |
| 3Y | -1.9% | +153.9% | -155.8% | -16.4% |
| 5Y | -43.2% | +43.9% | -87.1% | -58.9% |
| All | -33.0% | +136.7% | -169.6% | -56.6% |
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