-22.5%
KWEB vs CNC
+99.9%
-122.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.5% |
| 7D | -5.6% | -0.9% | -4.6% | -5.5% |
| 30D | -10.7% | -1.0% | -9.7% | -10.6% |
| 3M | -7.4% | +4.5% | -11.9% | -8.2% |
| 6M | -19.3% | +85.2% | -104.5% | -26.3% |
| YTD | -27.8% | +61.4% | -89.2% | -33.1% |
| 1Y | -35.9% | +94.9% | -130.8% | -42.6% |
| 3Y | -1.9% | 0.0% | -1.9% | -5.9% |
| 5Y | -43.2% | +11.2% | -54.4% | -47.7% |
| All | -22.5% | +99.9% | -122.4% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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