-35.9%
KWEB vs AEIS
+81.9%
-117.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.9% | -4.3% | +0.1% |
| 7D | -5.6% | +2.3% | -7.8% | -5.8% |
| 30D | -10.7% | -14.8% | +4.1% | -9.3% |
| 3M | -7.4% | -15.6% | +8.2% | -6.4% |
| 6M | -19.3% | -8.7% | -10.6% | -20.7% |
| YTD | -27.8% | +37.3% | -65.1% | -35.7% |
| 1Y | -35.9% | +80.3% | -116.3% | -44.6% |
| All | -35.9% | +81.9% | -117.8% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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