+36.0%
DVN vs KWEB
-33.1%
+69.0%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.8% | -4.6% | -2.3% |
| 7D | -16.2% | +8.6% | -24.8% | -14.4% |
| 30D | -10.7% | +0.9% | -11.6% | -9.9% |
| 3M | +2.5% | -13.2% | +15.8% | +1.0% |
| 6M | -14.8% | -13.2% | -1.5% | -15.8% |
| YTD | +19.3% | -27.3% | +46.6% | +19.4% |
| 1Y | +36.0% | -33.2% | +69.2% | +38.3% |
| All | +36.0% | -33.1% | +69.0% | +38.3% |
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