-42.1%
KWEB vs EQX
+83.7%
-125.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -1.0% | +0.3% |
| 7D | -5.6% | -3.2% | -2.4% | -5.0% |
| 30D | -10.7% | +7.8% | -18.4% | -12.2% |
| 3M | -7.4% | +21.3% | -28.8% | -11.6% |
| 6M | -19.3% | -22.4% | +3.1% | -16.6% |
| YTD | -27.8% | -11.3% | -16.4% | -28.0% |
| 1Y | -35.9% | +13.5% | -49.4% | -39.9% |
| 3Y | -1.9% | +162.1% | -164.1% | -28.1% |
| All | -42.1% | +83.7% | -125.7% | -55.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling