+955.3%
XBI vs KMB
+300.9%
+654.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.3% |
| 7D | +0.9% | -3.0% | +3.9% | +2.1% |
| 30D | +7.1% | -5.5% | +12.5% | +9.4% |
| 3M | +22.9% | +14.0% | +8.9% | +15.9% |
| 6M | +29.7% | +4.1% | +25.6% | +26.6% |
| YTD | +34.5% | +8.0% | +26.4% | +28.9% |
| 1Y | +76.1% | -13.7% | +89.8% | +84.1% |
| 3Y | +103.2% | -5.9% | +109.1% | +101.2% |
| 5Y | +22.8% | -8.6% | +31.5% | +21.3% |
| 10Y | +176.3% | +17.3% | +159.0% | +127.2% |
| All | +955.3% | +300.9% | +654.4% | +251.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling