+955.3%
XBI vs KEY
+25.5%
+929.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +0.9% | +2.2% | -1.3% | +0.3% |
| 30D | +7.1% | -3.0% | +10.1% | +7.8% |
| 3M | +22.9% | +3.3% | +19.6% | +21.8% |
| 6M | +29.7% | +9.2% | +20.5% | +26.8% |
| YTD | +34.5% | +10.6% | +23.8% | +30.9% |
| 1Y | +76.1% | +20.4% | +55.7% | +67.6% |
| 3Y | +103.2% | +121.8% | -18.7% | +65.5% |
| 5Y | +22.8% | +41.1% | -18.3% | +7.4% |
| 10Y | +176.3% | +168.5% | +7.8% | +97.6% |
| All | +955.3% | +25.5% | +929.8% | +668.4% |
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