-27.2%
KWEB vs BUD
+36.8%
-64.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | -1.0% | +0.3% | -1.3% | -1.1% |
| 30D | -8.7% | -5.7% | -3.1% | -8.0% |
| 3M | -4.0% | +3.1% | -7.1% | -4.8% |
| 6M | -13.1% | +7.9% | -21.0% | -15.9% |
| YTD | -23.5% | +27.3% | -50.8% | -26.2% |
| 1Y | -27.2% | +37.8% | -65.0% | -29.4% |
| All | -27.2% | +36.8% | -64.0% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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