+19.6%
KWEB vs DINO
+285.5%
-265.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | -4.3% | +1.5% | -5.8% | -4.6% |
| 30D | -13.0% | +25.9% | -38.9% | -16.3% |
| 3M | -7.6% | +53.2% | -60.7% | -14.0% |
| 6M | -21.1% | +105.5% | -126.6% | -30.4% |
| YTD | -28.2% | +139.2% | -167.5% | -38.6% |
| 1Y | -34.9% | +117.4% | -152.2% | -43.4% |
| 3Y | -0.8% | +99.3% | -100.0% | -14.1% |
| 5Y | -43.6% | +333.0% | -376.6% | -57.9% |
| 10Y | -21.7% | +486.9% | -508.6% | -46.9% |
| All | +19.6% | +285.5% | -265.9% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 all: compounded portfolio wealth divided by compounded DINO 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…
all analysis · Full analysis span regression · 6 months rolling