+100.2%
XBI vs RKT
+35.1%
+65.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.3% |
| 7D | -4.6% | -7.2% | +2.6% | -3.3% |
| 30D | -0.8% | -7.9% | +7.1% | +0.5% |
| 3M | +21.8% | +5.2% | +16.6% | +19.7% |
| 6M | +23.2% | -14.9% | +38.1% | +25.0% |
| YTD | +28.7% | -31.9% | +60.6% | +34.6% |
| 1Y | +67.8% | -36.9% | +104.7% | +77.0% |
| All | +100.2% | +35.1% | +65.1% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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