-33.9%
KWEB vs DHI
+9.6%
-43.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +8.1% | -3.6% | +3.6% |
| 7D | +5.8% | +9.8% | -4.0% | +4.7% |
| 30D | -1.0% | +17.8% | -18.8% | -2.6% |
| 3M | -15.8% | +4.7% | -20.5% | -16.4% |
| 6M | -14.9% | +10.0% | -25.0% | -16.4% |
| YTD | -28.6% | +10.0% | -38.5% | -30.6% |
| 1Y | -33.9% | +9.1% | -43.1% | -36.0% |
| All | -33.9% | +9.6% | -43.5% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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