-1.2%
KWEB vs AR
+44.6%
-45.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -3.6% | -1.2% | -2.4% | -3.4% |
| 30D | -14.9% | +5.5% | -20.4% | -15.5% |
| 3M | -5.4% | +12.9% | -18.3% | -7.0% |
| 6M | -18.9% | +0.1% | -18.9% | -19.2% |
| YTD | -27.2% | +13.5% | -40.7% | -29.2% |
| 1Y | -34.2% | +21.6% | -55.8% | -37.0% |
| All | -1.2% | +44.6% | -45.8% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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