-58.5%
FIG vs KWEB
-35.0%
-23.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.5% |
| 7D | -3.8% | -5.6% | +1.8% | -1.5% |
| 30D | -2.3% | -10.7% | +8.4% | +2.2% |
| 3M | +20.0% | -7.4% | +27.4% | +23.1% |
| 6M | -16.7% | -19.3% | +2.7% | -9.3% |
| YTD | -37.9% | -27.8% | -10.2% | -26.5% |
| 1Y | -58.5% | -35.9% | -22.6% | -43.8% |
| All | -58.5% | -35.0% | -23.6% | -43.8% |
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