+149.7%
XBI vs KMB
+14.6%
+135.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -4.6% | -6.5% | +1.8% | -3.2% |
| 30D | -2.0% | -8.8% | +6.8% | 0.0% |
| 3M | +17.8% | -2.2% | +20.0% | +18.1% |
| 6M | +23.7% | +0.7% | +23.1% | +23.0% |
| YTD | +28.2% | +1.0% | +27.2% | +27.2% |
| 1Y | +64.0% | -20.3% | +84.3% | +71.7% |
| 3Y | +99.4% | -13.3% | +112.7% | +102.6% |
| 5Y | +19.3% | -12.9% | +32.3% | +20.1% |
| All | +149.7% | +14.6% | +135.1% | +146.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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