-43.6%
KWEB vs ARWR
+26.4%
-69.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.5% | -1.4% |
| 7D | -4.3% | -4.3% | 0.0% | -3.5% |
| 30D | -13.0% | -7.3% | -5.7% | -11.8% |
| 3M | -7.6% | +17.0% | -24.6% | -11.0% |
| 6M | -21.1% | +39.8% | -60.9% | -27.2% |
| YTD | -28.2% | +24.7% | -52.9% | -32.6% |
| 1Y | -34.9% | +186.5% | -221.3% | -49.4% |
| 3Y | -0.8% | +176.8% | -177.6% | -30.2% |
| 5Y | -43.6% | +29.3% | -72.9% | -55.6% |
| All | -43.6% | +26.4% | -69.9% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling