+906.3%
XBI vs KR
+809.7%
+96.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.0% |
| 7D | -4.6% | -0.2% | -4.5% | -4.6% |
| 30D | -2.0% | +5.1% | -7.1% | -3.1% |
| 3M | +17.8% | -8.2% | +25.9% | +19.5% |
| 6M | +23.7% | -18.0% | +41.7% | +28.2% |
| YTD | +28.2% | -4.8% | +33.0% | +27.8% |
| 1Y | +64.0% | -11.0% | +75.0% | +65.7% |
| 3Y | +99.4% | +37.7% | +61.7% | +77.1% |
| 5Y | +19.3% | +52.8% | -33.4% | 0.0% |
| 10Y | +158.7% | +128.8% | +29.9% | +77.6% |
| All | +906.3% | +809.7% | +96.6% | +304.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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