+103.5%
XBI vs KEY
+121.2%
-17.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -3.6% | -0.3% | -3.3% | -3.5% |
| 30D | +0.9% | -3.3% | +4.1% | +1.9% |
| 3M | +21.4% | -0.7% | +22.2% | +21.3% |
| 6M | +25.5% | +12.5% | +13.0% | +19.8% |
| YTD | +30.8% | +8.4% | +22.4% | +26.1% |
| 1Y | +68.6% | +18.4% | +50.1% | +56.8% |
| All | +103.5% | +121.2% | -17.7% | +42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling