-1.9%
KWEB vs EMB
+29.3%
-31.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.8% |
| 7D | -5.6% | -1.2% | -4.4% | -3.8% |
| 30D | -10.7% | -1.3% | -9.4% | -9.0% |
| 3M | -7.4% | -1.8% | -5.6% | -4.9% |
| 6M | -19.3% | +0.2% | -19.5% | -19.4% |
| YTD | -27.8% | +0.4% | -28.1% | -28.0% |
| 1Y | -35.9% | +2.8% | -38.8% | -38.3% |
| 3Y | -1.9% | +29.1% | -31.1% | -28.0% |
| All | -1.9% | +29.3% | -31.2% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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