-52.2%
KWEB vs ACI
+21.2%
-73.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.6% | +0.5% |
| 7D | -5.6% | -3.7% | -1.8% | -5.4% |
| 30D | -10.7% | +0.6% | -11.3% | -10.7% |
| 3M | -7.4% | -20.3% | +12.9% | -6.5% |
| 6M | -19.3% | -24.7% | +5.3% | -18.3% |
| YTD | -27.8% | -27.2% | -0.5% | -26.7% |
| 1Y | -35.9% | -32.7% | -3.2% | -34.8% |
| 3Y | -1.9% | -43.9% | +42.0% | +0.8% |
| 5Y | -43.2% | -38.9% | -4.3% | -42.6% |
| All | -52.2% | +21.2% | -73.4% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling