+103.5%
XBI vs KMB
-12.8%
+116.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | -0.9% |
| 7D | -3.6% | -8.6% | +5.0% | -2.2% |
| 30D | +0.9% | -7.5% | +8.4% | +2.1% |
| 3M | +21.4% | -0.6% | +22.1% | +21.3% |
| 6M | +25.5% | -1.5% | +27.1% | +25.6% |
| YTD | +30.8% | +1.6% | +29.2% | +30.1% |
| 1Y | +68.6% | -20.8% | +89.4% | +75.9% |
| All | +103.5% | -12.8% | +116.2% | +93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling