+99.4%
XBI vs KMI
+111.5%
-12.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -4.6% | -1.7% | -2.9% | -4.3% |
| 30D | -2.0% | -2.7% | +0.7% | -1.5% |
| 3M | +17.8% | -0.7% | +18.5% | +17.6% |
| 6M | +23.7% | -5.0% | +28.7% | +24.6% |
| YTD | +28.2% | +15.5% | +12.8% | +20.9% |
| 1Y | +64.0% | +16.4% | +47.5% | +53.9% |
| 3Y | +99.4% | +114.2% | -14.8% | +32.3% |
| All | +99.4% | +111.5% | -12.1% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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