-33.9%
KWEB vs BTSG
+111.7%
-145.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.5% | +4.5% |
| 7D | +5.8% | +17.4% | -11.6% | +4.0% |
| 30D | -1.0% | +12.6% | -13.6% | -2.2% |
| 3M | -15.8% | +11.2% | -27.0% | -16.8% |
| 6M | -14.9% | +30.4% | -45.3% | -21.2% |
| YTD | -28.6% | +86.4% | -115.0% | -40.5% |
| 1Y | -33.9% | +117.9% | -151.8% | -46.3% |
| All | -33.9% | +111.7% | -145.6% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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