-35.9%
KWEB vs AMC
-11.2%
-24.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.2% | -3.6% | +0.3% |
| 7D | -5.6% | -7.2% | +1.6% | -5.0% |
| 30D | -10.7% | -2.8% | -7.9% | -10.6% |
| 3M | -7.4% | +7.9% | -15.3% | -9.3% |
| 6M | -19.3% | +119.6% | -139.0% | -26.0% |
| YTD | -27.8% | +57.7% | -85.4% | -31.8% |
| 1Y | -35.9% | -12.1% | -23.8% | -37.7% |
| All | -35.9% | -11.2% | -24.7% | -37.7% |
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