+55.2%
EWT vs KR
+10.2%
+45.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.2% | -4.4% | +0.1% |
| 7D | -10.9% | +6.1% | -17.0% | -8.6% |
| 30D | -17.7% | +17.3% | -35.1% | -11.7% |
| 3M | -5.0% | +20.2% | -25.2% | +3.1% |
| 6M | +7.4% | +3.3% | +4.0% | +11.7% |
| YTD | +52.8% | +12.3% | +40.5% | +59.1% |
| 1Y | +55.2% | +10.6% | +44.6% | +62.0% |
| All | +55.2% | +10.2% | +45.0% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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