-6.0%
KWEB vs ALLE
+92.1%
-98.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.1% |
| 7D | -7.5% | +1.6% | -9.0% | -7.8% |
| 30D | -7.3% | +24.1% | -31.4% | -11.4% |
| 3M | -16.8% | +14.8% | -31.6% | -19.2% |
| 6M | -21.4% | +45.9% | -67.3% | -28.1% |
| YTD | -32.7% | +20.7% | -53.5% | -35.7% |
| 1Y | -38.2% | +14.2% | -52.4% | -40.0% |
| All | -6.0% | +92.1% | -98.0% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling