+926.8%
XBI vs KMX
+300.6%
+626.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | -3.6% | -1.9% | -1.8% | -3.1% |
| 30D | +0.9% | +2.6% | -1.7% | 0.0% |
| 3M | +21.4% | +25.6% | -4.1% | +12.4% |
| 6M | +25.5% | +41.9% | -16.4% | +10.9% |
| YTD | +30.8% | +56.0% | -25.2% | +11.6% |
| 1Y | +68.6% | -1.8% | +70.3% | +61.5% |
| 3Y | +103.9% | -25.7% | +129.7% | +106.7% |
| 5Y | +20.8% | -54.7% | +75.5% | +36.7% |
| 10Y | +164.0% | +9.2% | +154.8% | +113.7% |
| All | +926.8% | +300.6% | +626.2% | +397.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling