-27.2%
KWEB vs IBB
+51.5%
-78.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.3% |
| 7D | -1.0% | +1.4% | -2.4% | -1.5% |
| 30D | -8.7% | +10.5% | -19.2% | -11.7% |
| 3M | -4.0% | +23.6% | -27.6% | -11.3% |
| 6M | -13.1% | +22.6% | -35.8% | -19.8% |
| YTD | -23.5% | +25.7% | -49.2% | -30.1% |
| 1Y | -27.2% | +51.4% | -78.5% | -38.5% |
| All | -27.2% | +51.5% | -78.6% | -38.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling