-33.9%
KWEB vs EW
+19.7%
-53.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.4% | +0.1% | +3.4% |
| 7D | +5.8% | +8.3% | -2.5% | +3.9% |
| 30D | -1.0% | +13.9% | -14.9% | -3.8% |
| 3M | -15.8% | +10.9% | -26.7% | -17.8% |
| 6M | -14.9% | +19.2% | -34.2% | -18.5% |
| YTD | -28.6% | +16.6% | -45.1% | -32.0% |
| 1Y | -33.9% | +18.1% | -52.0% | -37.2% |
| All | -33.9% | +19.7% | -53.6% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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