-1.9%
KWEB vs APTV
-55.4%
+53.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | -5.6% | -5.0% | -0.5% | -4.3% |
| 30D | -10.7% | -6.1% | -4.6% | -9.3% |
| 3M | -7.4% | -33.0% | +25.6% | +2.0% |
| 6M | -19.3% | -35.2% | +15.9% | -10.9% |
| YTD | -27.8% | -40.1% | +12.4% | -18.8% |
| 1Y | -35.9% | -45.6% | +9.7% | -25.9% |
| 3Y | -1.9% | -54.4% | +52.4% | +14.2% |
| All | -1.9% | -55.4% | +53.5% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 3y: compounded portfolio wealth divided by compounded APTV 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…
3y analysis · Full analysis span regression · 6 months rolling