-2.6%
KWEB vs EXPE
+153.4%
-156.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -2.9% | -1.6% |
| 7D | -4.3% | -8.7% | +4.4% | -3.1% |
| 30D | -13.0% | -13.6% | +0.6% | -11.3% |
| 3M | -7.6% | +26.6% | -34.2% | -11.1% |
| 6M | -21.1% | +19.9% | -41.1% | -23.7% |
| YTD | -28.2% | -1.7% | -26.5% | -28.7% |
| 1Y | -34.9% | +29.4% | -64.3% | -38.7% |
| All | -2.6% | +153.4% | -156.0% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 3y: compounded portfolio wealth divided by compounded EXPE 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…
3y analysis · Full analysis span regression · 6 months rolling