-33.9%
KWEB vs BB
+88.0%
-121.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +7.0% | -2.5% | +4.2% |
| 7D | +5.8% | -6.8% | +12.6% | +6.0% |
| 30D | -1.0% | -3.5% | +2.5% | -1.0% |
| 3M | -15.8% | -1.2% | -14.6% | -16.0% |
| 6M | -14.9% | +57.0% | -71.9% | -18.1% |
| YTD | -28.6% | +131.1% | -159.7% | -35.0% |
| 1Y | -33.9% | +87.6% | -121.5% | -39.5% |
| All | -33.9% | +88.0% | -121.9% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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