+22.3%
XBI vs KMB
-0.7%
+22.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.8% |
| 7D | -1.1% | +0.9% | -2.0% | -1.3% |
| 30D | +2.6% | +10.1% | -7.5% | +0.4% |
| 3M | -4.0% | 0.0% | -4.1% | -4.2% |
| 6M | +10.9% | +15.7% | -4.8% | +7.1% |
| YTD | +23.6% | +12.6% | +10.9% | +19.8% |
| 1Y | +35.1% | +10.1% | +25.0% | +31.6% |
| 3Y | +125.2% | +2.1% | +123.0% | +118.8% |
| All | +22.3% | -0.7% | +22.9% | +15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling