+12.1%
KWEB vs EXPD
+470.1%
-457.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -3.4% |
| 7D | -7.5% | +3.6% | -11.1% | -8.9% |
| 30D | -7.3% | +0.3% | -7.6% | -7.7% |
| 3M | -16.8% | +6.1% | -22.9% | -19.2% |
| 6M | -21.4% | +27.4% | -48.8% | -29.8% |
| YTD | -32.7% | +32.0% | -64.7% | -41.6% |
| 1Y | -38.2% | +40.5% | -78.7% | -47.9% |
| 3Y | -4.8% | +75.7% | -80.5% | -29.5% |
| 5Y | -47.1% | +61.7% | -108.9% | -60.2% |
| 10Y | -22.4% | +336.8% | -359.2% | -65.3% |
| All | +12.1% | +470.1% | -457.9% | -56.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling