-27.2%
KWEB vs EQX
+42.9%
-70.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.4% | +2.3% |
| 7D | -1.0% | -1.4% | +0.4% | -0.9% |
| 30D | -8.7% | +24.4% | -33.1% | -11.2% |
| 3M | -4.0% | +11.6% | -15.6% | -5.3% |
| 6M | -13.1% | -25.0% | +11.9% | -10.8% |
| YTD | -23.5% | -8.4% | -15.1% | -23.2% |
| 1Y | -27.2% | +43.4% | -70.6% | -28.4% |
| All | -27.2% | +42.9% | -70.1% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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