+91.1%
XBI vs KEEL
+294.5%
-203.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.8% | -4.2% | -0.7% |
| 7D | -4.6% | +2.9% | -7.5% | -4.9% |
| 30D | -2.0% | +0.8% | -2.8% | -2.4% |
| 3M | +17.8% | -35.3% | +53.1% | +20.4% |
| 6M | +23.7% | +59.4% | -35.7% | +16.9% |
| YTD | +28.2% | +51.9% | -23.7% | +20.7% |
| 1Y | +64.0% | +75.0% | -11.0% | +49.8% |
| 3Y | +99.4% | +224.5% | -125.1% | +64.8% |
| 5Y | +19.3% | -35.9% | +55.2% | +1.5% |
| All | +91.1% | +294.5% | -203.4% | +48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling