-37.4%
KWEB vs ALLE
+14.2%
-51.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.2% |
| 7D | -7.5% | +1.6% | -9.0% | -7.6% |
| 30D | -7.3% | +24.1% | -31.4% | -8.9% |
| 3M | -16.8% | +14.8% | -31.6% | -17.6% |
| 6M | -21.4% | +45.9% | -67.3% | -24.4% |
| YTD | -32.7% | +20.7% | -53.5% | -34.6% |
| All | -37.4% | +14.2% | -51.6% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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