+44.6%
DAL vs KWEB
-38.8%
+83.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.2% | -2.0% | -4.1% |
| 7D | +1.4% | -7.5% | +8.9% | +4.2% |
| 30D | +9.1% | -7.3% | +16.4% | +11.7% |
| 3M | -3.5% | -16.8% | +13.3% | +2.5% |
| 6M | +23.4% | -21.4% | +44.8% | +34.5% |
| YTD | +26.0% | -32.7% | +58.8% | +45.7% |
| 1Y | +44.6% | -38.2% | +82.8% | +78.8% |
| All | +44.6% | -38.8% | +83.4% | +78.8% |
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