-33.9%
KWEB vs EXR
+28.1%
-62.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.1% | +1.4% | +3.9% |
| 7D | +5.8% | +11.3% | -5.5% | +4.0% |
| 30D | -1.0% | +21.2% | -22.1% | -3.9% |
| 3M | -15.8% | +8.7% | -24.5% | -16.9% |
| 6M | -14.9% | +18.2% | -33.1% | -17.9% |
| YTD | -28.6% | +27.9% | -56.5% | -30.8% |
| 1Y | -33.9% | +28.3% | -62.3% | -36.2% |
| All | -33.9% | +28.1% | -62.0% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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