+166.2%
KRE vs KWEB
+21.1%
+145.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | 0.0% |
| 7D | -1.8% | -5.6% | +3.7% | -0.6% |
| 30D | -4.5% | -10.7% | +6.2% | -2.2% |
| 3M | +2.7% | -7.4% | +10.2% | +4.2% |
| 6M | +16.9% | -19.3% | +36.2% | +21.8% |
| YTD | +15.4% | -27.8% | +43.1% | +22.9% |
| 1Y | +16.1% | -35.9% | +52.0% | +26.7% |
| 3Y | +85.7% | -1.9% | +87.7% | +79.8% |
| 5Y | +33.3% | -43.2% | +76.4% | +40.5% |
| 10Y | +123.3% | -21.2% | +144.5% | +93.2% |
| All | +166.2% | +21.1% | +145.1% | +101.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling