-35.9%
KWEB vs BR
-31.7%
-4.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | -5.6% | -3.0% | -2.6% | -5.5% |
| 30D | -10.7% | -0.3% | -10.4% | -10.7% |
| 3M | -7.4% | +17.3% | -24.7% | -7.4% |
| 6M | -19.3% | -6.7% | -12.6% | -21.0% |
| YTD | -27.8% | -23.4% | -4.3% | -29.9% |
| 1Y | -35.9% | -32.7% | -3.3% | -38.6% |
| All | -35.9% | -31.7% | -4.3% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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