+35.1%
XBI vs KDP
+39.5%
-4.4%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.4% |
| 7D | -1.1% | -0.8% | -0.3% | -0.9% |
| 30D | +2.6% | +9.7% | -7.1% | +3.1% |
| 3M | -4.0% | +17.6% | -21.6% | -3.2% |
| 6M | +10.9% | +25.8% | -14.8% | +11.7% |
| YTD | +23.6% | +33.9% | -10.3% | +24.9% |
| 1Y | +35.1% | +38.9% | -3.8% | +37.0% |
| All | +35.1% | +39.5% | -4.4% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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