-0.7%
BKR vs KWEB
-33.1%
+32.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.8% | -9.2% | -7.5% |
| 7D | -15.2% | +8.6% | -23.9% | -16.2% |
| 30D | -19.1% | +0.9% | -20.0% | -19.0% |
| 3M | -24.8% | -13.2% | -11.6% | -23.0% |
| 6M | -31.6% | -13.2% | -18.4% | -30.0% |
| YTD | +2.5% | -27.3% | +29.8% | +5.3% |
| 1Y | -0.7% | -33.2% | +32.5% | +3.7% |
| All | -0.7% | -33.1% | +32.4% | +3.7% |
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 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