+12.2%
KWEB vs ACWI
+281.5%
-269.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | -7.8% | +2.4% | -10.3% | -10.7% |
| 30D | -6.4% | -1.7% | -4.8% | -4.9% |
| 3M | -14.6% | -3.9% | -10.7% | -10.7% |
| 6M | -25.0% | +0.8% | -25.8% | -26.5% |
| YTD | -32.7% | +11.0% | -43.7% | -41.4% |
| 1Y | -37.3% | +13.1% | -50.4% | -46.7% |
| 3Y | -5.9% | +73.9% | -79.8% | -53.3% |
| 5Y | -47.1% | +59.0% | -106.1% | -69.7% |
| 10Y | -22.3% | +224.4% | -246.7% | -80.2% |
| All | +12.2% | +281.5% | -269.3% | -76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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