-2.6%
KWEB vs IBB
+60.8%
-63.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.7% |
| 7D | -4.3% | -5.2% | +0.9% | -1.8% |
| 30D | -13.0% | +1.5% | -14.4% | -13.8% |
| 3M | -7.6% | +22.1% | -29.7% | -17.1% |
| 6M | -21.1% | +17.7% | -38.9% | -28.0% |
| YTD | -28.2% | +20.2% | -48.4% | -35.4% |
| 1Y | -34.9% | +44.4% | -79.3% | -47.4% |
| All | -2.6% | +60.8% | -63.4% | -27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling