-34.9%
KWEB vs BAM
-12.8%
-22.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | -4.3% | -6.1% | +1.8% | -2.6% |
| 30D | -13.0% | -13.8% | +0.8% | -9.4% |
| 3M | -7.6% | +4.4% | -11.9% | -9.5% |
| 6M | -21.1% | +6.4% | -27.5% | -23.7% |
| YTD | -28.2% | -7.1% | -21.2% | -27.2% |
| 1Y | -34.9% | -11.8% | -23.1% | -30.6% |
| All | -34.9% | -12.8% | -22.1% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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