+36.5%
XBI vs KEEL
-58.5%
+95.0%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -21.4% | +14.7% | -4.5% |
| 7D | -6.0% | -28.6% | +22.6% | -3.0% |
| 30D | -1.7% | -52.4% | +50.8% | +5.2% |
| 3M | -3.0% | -58.0% | +55.0% | +4.3% |
| 6M | +11.0% | -53.3% | +64.3% | +15.6% |
| YTD | +21.8% | -29.8% | +51.6% | +17.4% |
| 1Y | +36.5% | -59.4% | +95.8% | +36.3% |
| All | +36.5% | -58.5% | +95.0% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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