-22.5%
KWEB vs BUD
-22.3%
-0.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.3% |
| 7D | -5.6% | -2.6% | -2.9% | -4.5% |
| 30D | -10.7% | -1.2% | -9.5% | -10.3% |
| 3M | -7.4% | -4.9% | -2.5% | -5.8% |
| 6M | -19.3% | +9.3% | -28.6% | -22.8% |
| YTD | -27.8% | +24.0% | -51.7% | -34.8% |
| 1Y | -35.9% | +34.5% | -70.5% | -44.4% |
| 3Y | -1.9% | +43.7% | -45.6% | -18.6% |
| 5Y | -43.2% | +46.0% | -89.2% | -53.1% |
| All | -22.5% | -22.3% | -0.3% | -24.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling