-36.6%
KWEB vs DOC
+22.3%
-58.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -2.7% | +1.0% | -3.7% | -2.9% |
| 30D | -4.4% | +8.1% | -12.5% | -5.9% |
| 3M | -15.7% | +0.9% | -16.6% | -16.0% |
| 6M | -20.0% | +6.3% | -26.3% | -21.6% |
| YTD | -30.5% | +33.8% | -64.3% | -36.2% |
| 1Y | -36.6% | +21.6% | -58.2% | -40.1% |
| All | -36.6% | +22.3% | -58.9% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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