-35.9%
KWEB vs BTI
+3.5%
-39.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | -5.6% | -0.2% | -5.4% | -5.5% |
| 30D | -10.7% | -1.1% | -9.6% | -10.6% |
| 3M | -7.4% | -8.8% | +1.4% | -6.6% |
| 6M | -19.3% | -4.0% | -15.4% | -19.2% |
| YTD | -27.8% | +0.4% | -28.1% | -27.6% |
| 1Y | -35.9% | +1.9% | -37.9% | -34.9% |
| All | -35.9% | +3.5% | -39.5% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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