+16.1%
KRE vs KWEB
-35.0%
+51.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | 0.0% |
| 7D | -1.8% | -5.6% | +3.7% | -0.9% |
| 30D | -4.5% | -10.7% | +6.2% | -2.8% |
| 3M | +2.7% | -7.4% | +10.2% | +3.9% |
| 6M | +16.9% | -19.3% | +36.2% | +21.2% |
| YTD | +15.4% | -27.8% | +43.1% | +22.4% |
| 1Y | +16.1% | -35.9% | +52.0% | +27.3% |
| All | +16.1% | -35.0% | +51.1% | +27.3% |
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