+10.5%
KWEB vs AHR
+356.1%
-345.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.5% | +0.8% |
| 7D | -5.6% | -2.1% | -3.5% | -5.3% |
| 30D | -10.7% | +1.9% | -12.6% | -11.0% |
| 3M | -7.4% | +15.7% | -23.1% | -9.9% |
| 6M | -19.3% | +2.5% | -21.8% | -19.8% |
| YTD | -27.8% | +15.0% | -42.8% | -29.7% |
| 1Y | -35.9% | +28.1% | -64.0% | -39.0% |
| All | +10.5% | +356.1% | -345.5% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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