+19.6%
KWEB vs APTV
+8.9%
+10.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.7% | -4.0% | -2.4% |
| 7D | -4.3% | -1.8% | -2.5% | -3.7% |
| 30D | -13.0% | -7.9% | -5.1% | -10.4% |
| 3M | -7.6% | -29.9% | +22.4% | +4.4% |
| 6M | -21.1% | -36.6% | +15.4% | -8.9% |
| YTD | -28.2% | -40.0% | +11.7% | -15.8% |
| 1Y | -34.9% | -44.0% | +9.1% | -21.6% |
| 3Y | -0.8% | -54.5% | +53.8% | +24.3% |
| 5Y | -43.6% | -68.8% | +25.2% | -20.2% |
| 10Y | -21.7% | -16.9% | -4.7% | -30.9% |
| All | +19.6% | +8.9% | +10.8% | -10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling