-8.8%
AAL vs KWEB
-2.9%
-5.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.3% |
| 7D | -0.9% | -4.3% | +3.4% | +0.5% |
| 30D | -16.0% | -13.0% | -3.0% | -12.2% |
| 3M | -4.2% | -7.6% | +3.3% | -2.0% |
| 6M | +15.7% | -21.1% | +36.8% | +24.3% |
| YTD | -16.2% | -28.2% | +12.0% | -7.4% |
| 1Y | +0.2% | -34.9% | +35.1% | +13.9% |
| All | -8.8% | -2.9% | -5.9% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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