-1.9%
KWEB vs ALNY
+23.4%
-25.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.6% |
| 7D | -5.6% | -6.5% | +1.0% | -5.1% |
| 30D | -10.7% | +11.0% | -21.7% | -11.4% |
| 3M | -7.4% | -14.1% | +6.7% | -6.8% |
| 6M | -19.3% | -22.4% | +3.1% | -18.1% |
| YTD | -27.8% | -37.5% | +9.7% | -25.4% |
| 1Y | -35.9% | -46.9% | +11.0% | -32.9% |
| 3Y | -1.9% | +22.1% | -24.0% | -8.0% |
| All | -1.9% | +23.4% | -25.3% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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