-33.9%
KWEB vs EXPD
+53.8%
-87.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.2% | +7.7% | +4.7% |
| 7D | +5.8% | +0.3% | +5.5% | +5.7% |
| 30D | -1.0% | +1.8% | -2.8% | -1.2% |
| 3M | -15.8% | +8.9% | -24.8% | -16.6% |
| 6M | -14.9% | +42.2% | -57.2% | -19.2% |
| YTD | -28.6% | +33.4% | -61.9% | -31.9% |
| 1Y | -33.9% | +47.2% | -81.1% | -38.6% |
| All | -33.9% | +53.8% | -87.7% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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