-33.9%
KWEB vs AMCR
+32.3%
-66.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.3% | +1.2% | +3.8% |
| 7D | +5.8% | +6.2% | -0.4% | +4.5% |
| 30D | -1.0% | +16.0% | -17.0% | -4.0% |
| 3M | -15.8% | +4.4% | -20.2% | -16.6% |
| 6M | -14.9% | +35.5% | -50.4% | -21.0% |
| YTD | -28.6% | +21.5% | -50.1% | -32.9% |
| 1Y | -33.9% | +30.7% | -64.7% | -39.3% |
| All | -33.9% | +32.3% | -66.2% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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