-33.9%
KWEB vs FIS
-50.5%
+16.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -23.7% | +28.1% | +5.0% |
| 7D | +5.8% | -18.4% | +24.2% | +5.5% |
| 30D | -1.0% | -11.4% | +10.4% | -2.5% |
| 3M | -15.8% | -32.0% | +16.2% | -14.0% |
| 6M | -14.9% | -35.6% | +20.7% | -12.8% |
| YTD | -28.6% | -53.8% | +25.2% | -19.5% |
| 1Y | -33.9% | -51.1% | +17.1% | -27.7% |
| All | -33.9% | -50.5% | +16.6% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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