-42.1%
KWEB vs BEN
+36.0%
-78.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -5.6% | -3.1% | -2.5% | -4.2% |
| 30D | -10.7% | +0.2% | -10.9% | -10.8% |
| 3M | -7.4% | +6.8% | -14.3% | -10.6% |
| 6M | -19.3% | +38.1% | -57.4% | -31.4% |
| YTD | -27.8% | +44.3% | -72.1% | -40.2% |
| 1Y | -35.9% | +42.6% | -78.5% | -46.9% |
| 3Y | -1.9% | +52.3% | -54.2% | -24.8% |
| All | -42.1% | +36.0% | -78.1% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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