-35.9%
KWEB vs CHYM
+43.3%
-79.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | +0.2% |
| 7D | -5.1% | +0.6% | -5.7% | -5.2% |
| 30D | -8.4% | +6.1% | -14.5% | -9.1% |
| 3M | -6.6% | +103.4% | -110.1% | -14.6% |
| 6M | -18.0% | +64.8% | -82.8% | -23.2% |
| YTD | -27.4% | +35.0% | -62.3% | -30.4% |
| All | -35.9% | +43.3% | -79.2% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 CHYM 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