+52.0%
KR vs KWEB
-42.7%
+94.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.0% | +2.7% |
| 7D | -0.2% | -5.6% | +5.4% | -0.3% |
| 30D | +5.1% | -10.7% | +15.7% | +4.7% |
| 3M | -8.2% | -7.4% | -0.7% | -8.3% |
| 6M | -18.0% | -19.3% | +1.3% | -18.5% |
| YTD | -4.8% | -27.8% | +23.0% | -5.6% |
| 1Y | -11.0% | -35.9% | +24.9% | -12.0% |
| 3Y | +37.7% | -1.9% | +39.6% | +37.8% |
| All | +52.0% | -42.7% | +94.8% | +49.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling