-1.9%
KWEB vs AGI
+206.1%
-208.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | -5.6% | -2.7% | -2.8% | -5.2% |
| 30D | -10.7% | +7.2% | -17.9% | -11.7% |
| 3M | -7.4% | +4.3% | -11.7% | -8.3% |
| 6M | -19.3% | -27.1% | +7.8% | -15.9% |
| YTD | -27.8% | -6.6% | -21.1% | -27.7% |
| 1Y | -35.9% | +9.5% | -45.5% | -37.7% |
| 3Y | -1.9% | +208.4% | -210.4% | -21.1% |
| All | -1.9% | +206.1% | -208.0% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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