-2.6%
KWEB vs ED
+33.4%
-35.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.5% |
| 7D | -4.3% | -1.9% | -2.4% | -4.6% |
| 30D | -13.0% | +0.1% | -13.1% | -13.0% |
| 3M | -7.6% | 0.0% | -7.6% | -7.5% |
| 6M | -21.1% | -2.5% | -18.6% | -21.3% |
| YTD | -28.2% | +10.1% | -38.3% | -27.2% |
| 1Y | -34.9% | +13.6% | -48.5% | -33.8% |
| All | -2.6% | +33.4% | -35.9% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 3y: compounded portfolio wealth divided by compounded ED 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…
3y analysis · Full analysis span regression · 6 months rolling