-1.9%
KWEB vs FND
-50.3%
+48.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | -5.6% | -5.8% | +0.2% | -4.5% |
| 30D | -10.7% | -20.2% | +9.5% | -7.0% |
| 3M | -7.4% | -12.0% | +4.5% | -5.9% |
| 6M | -19.3% | -18.5% | -0.8% | -17.2% |
| YTD | -27.8% | -22.3% | -5.5% | -25.5% |
| 1Y | -35.9% | -47.6% | +11.7% | -28.5% |
| 3Y | -1.9% | -49.8% | +47.8% | +8.1% |
| All | -1.9% | -50.3% | +48.4% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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