-22.5%
KWEB vs BIL
+25.3%
-47.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.6% |
| 7D | -5.6% | +0.1% | -5.6% | -5.7% |
| 30D | -10.7% | +0.3% | -11.0% | -11.3% |
| 3M | -7.4% | +0.9% | -8.3% | -9.5% |
| 6M | -19.3% | +1.8% | -21.2% | -23.5% |
| YTD | -27.8% | +2.5% | -30.3% | -33.2% |
| 1Y | -35.9% | +3.7% | -39.6% | -43.4% |
| 3Y | -1.9% | +14.1% | -16.1% | -47.5% |
| 5Y | -43.2% | +19.5% | -62.6% | -76.6% |
| All | -22.5% | +25.3% | -47.8% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling