+43.4%
KO vs KWEB
-33.1%
+76.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.1% |
| 7D | +3.1% | +8.6% | -5.5% | +2.9% |
| 30D | +11.1% | +0.9% | +10.2% | +11.0% |
| 3M | +10.9% | -13.2% | +24.2% | +11.1% |
| 6M | +23.5% | -13.2% | +36.7% | +23.6% |
| YTD | +39.6% | -27.3% | +66.9% | +37.2% |
| 1Y | +43.4% | -33.2% | +76.7% | +40.6% |
| All | +43.4% | -33.1% | +76.5% | +40.6% |
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