+125.0%
XBI vs KEY
+95.2%
+29.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.1% |
| 7D | +1.9% | +1.8% | +0.1% | +1.4% |
| 30D | +3.0% | +7.1% | -4.1% | +0.9% |
| 3M | -5.1% | -5.9% | +0.8% | -3.5% |
| 6M | +12.2% | +2.2% | +10.0% | +11.1% |
| YTD | +24.1% | +6.4% | +17.7% | +21.2% |
| 1Y | +33.1% | +24.8% | +8.3% | +23.8% |
| 3Y | +127.3% | +125.2% | +2.0% | +74.6% |
| 5Y | +20.2% | +13.0% | +7.3% | +8.8% |
| All | +125.0% | +95.2% | +29.8% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 10y: compounded portfolio wealth divided by compounded KEY 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…
10y analysis · Full analysis span regression · 6 months rolling