-35.9%
KWEB vs AEM
+32.6%
-68.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.4% |
| 7D | -5.6% | -2.1% | -3.4% | -5.2% |
| 30D | -10.7% | +8.4% | -19.1% | -12.1% |
| 3M | -7.4% | +27.3% | -34.7% | -11.4% |
| 6M | -19.3% | -9.7% | -9.7% | -17.8% |
| YTD | -27.8% | +19.0% | -46.7% | -29.3% |
| 1Y | -35.9% | +31.5% | -67.4% | -38.1% |
| All | -35.9% | +32.6% | -68.5% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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