+149.7%
XBI vs KMX
+11.6%
+138.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.8% |
| 7D | -4.6% | -3.1% | -1.5% | -3.8% |
| 30D | -2.0% | +4.4% | -6.4% | -3.4% |
| 3M | +17.8% | +18.9% | -1.1% | +10.9% |
| 6M | +23.7% | +44.3% | -20.6% | +8.7% |
| YTD | +28.2% | +58.7% | -30.5% | +8.6% |
| 1Y | +64.0% | +0.1% | +63.9% | +57.0% |
| 3Y | +99.4% | -24.4% | +123.8% | +102.6% |
| 5Y | +19.3% | -54.4% | +73.8% | +36.6% |
| All | +149.7% | +11.6% | +138.1% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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