+20.4%
KWEB vs AON
+404.6%
-384.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.3% | +1.2% |
| 7D | -5.6% | -6.3% | +0.7% | -3.7% |
| 30D | -10.7% | -14.1% | +3.4% | -6.7% |
| 3M | -7.4% | -9.5% | +2.1% | -5.1% |
| 6M | -19.3% | -4.0% | -15.3% | -19.1% |
| YTD | -27.8% | -13.8% | -14.0% | -25.4% |
| 1Y | -35.9% | -18.3% | -17.7% | -32.8% |
| 3Y | -1.9% | -7.2% | +5.3% | -3.3% |
| 5Y | -43.2% | +7.3% | -50.5% | -48.3% |
| 10Y | -21.2% | +203.6% | -224.8% | -60.7% |
| All | +20.4% | +404.6% | -384.2% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 all: compounded portfolio wealth divided by compounded AON 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…
all analysis · Full analysis span regression · 6 months rolling