-35.9%
KWEB vs APA
+101.6%
-137.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.7% |
| 7D | -5.6% | +4.6% | -10.1% | -5.4% |
| 30D | -10.7% | +11.9% | -22.6% | -10.4% |
| 3M | -7.4% | +22.5% | -29.9% | -6.9% |
| 6M | -19.3% | +37.5% | -56.9% | -21.0% |
| YTD | -27.8% | +87.2% | -114.9% | -32.9% |
| 1Y | -35.9% | +101.4% | -137.4% | -41.6% |
| All | -35.9% | +101.6% | -137.6% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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