+869.9%
XBI vs KEY
+21.4%
+848.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.6% |
| 7D | -1.1% | +2.9% | -4.0% | -1.8% |
| 30D | +2.6% | +8.4% | -5.9% | +0.7% |
| 3M | -4.0% | -5.8% | +1.7% | -2.8% |
| 6M | +10.9% | +5.4% | +5.5% | +9.3% |
| YTD | +23.6% | +7.1% | +16.5% | +21.2% |
| 1Y | +35.1% | +26.8% | +8.3% | +27.2% |
| 3Y | +125.2% | +128.7% | -3.5% | +82.6% |
| 5Y | +19.7% | +13.6% | +6.1% | +10.0% |
| 10Y | +130.6% | +99.7% | +30.9% | +75.4% |
| All | +869.9% | +21.4% | +848.4% | +611.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling