-35.9%
KWEB vs EQX
+17.2%
-53.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -1.0% | +0.5% |
| 7D | -5.6% | -3.2% | -2.4% | -5.2% |
| 30D | -10.7% | +7.8% | -18.4% | -11.6% |
| 3M | -7.4% | +21.3% | -28.8% | -9.8% |
| 6M | -19.3% | -22.4% | +3.1% | -17.4% |
| YTD | -27.8% | -11.3% | -16.4% | -27.3% |
| 1Y | -35.9% | +13.5% | -49.4% | -37.0% |
| All | -35.9% | +17.2% | -53.2% | -37.0% |
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