-1.9%
KWEB vs BWA
+70.7%
-72.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.2% |
| 7D | -5.6% | -1.3% | -4.2% | -5.2% |
| 30D | -10.7% | -2.9% | -7.7% | -10.0% |
| 3M | -7.4% | -10.7% | +3.3% | -4.5% |
| 6M | -19.3% | +26.5% | -45.8% | -26.1% |
| YTD | -27.8% | +49.1% | -76.9% | -38.9% |
| 1Y | -35.9% | +52.1% | -88.0% | -46.4% |
| 3Y | -1.9% | +72.6% | -74.5% | -26.0% |
| All | -1.9% | +70.7% | -72.6% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 3y: compounded portfolio wealth divided by compounded BWA 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…
3y analysis · Full analysis span regression · 6 months rolling