-10.6%
BA vs KWEB
-34.1%
+23.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.5% | -2.3% | +0.7% |
| 7D | +5.9% | +5.8% | +0.1% | +3.9% |
| 30D | -8.2% | -1.0% | -7.2% | -8.0% |
| 3M | -25.4% | -15.8% | -9.5% | -21.1% |
| 6M | -20.0% | -14.9% | -5.1% | -15.0% |
| YTD | -18.5% | -28.6% | +10.1% | -10.8% |
| 1Y | -10.6% | -33.9% | +23.3% | -1.0% |
| All | -10.6% | -34.1% | +23.5% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling