-2.6%
KWEB vs ALL
+150.1%
-152.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.4% |
| 7D | -4.3% | -4.3% | 0.0% | -4.4% |
| 30D | -13.0% | -3.6% | -9.4% | -13.1% |
| 3M | -7.6% | +13.2% | -20.8% | -7.1% |
| 6M | -21.1% | +22.5% | -43.6% | -20.5% |
| YTD | -28.2% | +22.7% | -51.0% | -27.7% |
| 1Y | -34.9% | +28.3% | -63.2% | -34.3% |
| All | -2.6% | +150.1% | -152.6% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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