-33.2%
KWEB vs AMC
+21.7%
-55.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -12.5% | +14.3% | +3.0% |
| 7D | +8.6% | 0.0% | +8.6% | +8.5% |
| 30D | +0.9% | +4.4% | -3.5% | +0.3% |
| 3M | -13.2% | +15.4% | -28.6% | -14.8% |
| 6M | -13.2% | +93.7% | -106.9% | -20.4% |
| YTD | -27.3% | +97.4% | -124.7% | -33.0% |
| 1Y | -33.2% | +23.2% | -56.4% | -34.2% |
| All | -33.2% | +21.7% | -55.0% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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