-1.9%
KWEB vs AEE
+46.3%
-48.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -5.6% | -0.8% | -4.8% | -5.5% |
| 30D | -10.7% | -2.9% | -7.8% | -10.5% |
| 3M | -7.4% | -2.4% | -5.0% | -7.5% |
| 6M | -19.3% | -2.7% | -16.6% | -19.4% |
| YTD | -27.8% | +7.3% | -35.0% | -28.6% |
| 1Y | -35.9% | +7.5% | -43.5% | -36.7% |
| 3Y | -1.9% | +46.2% | -48.1% | -8.7% |
| All | -1.9% | +46.3% | -48.2% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling