-34.9%
KWEB vs GD
+12.4%
-47.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | -4.3% | -3.2% | -1.1% | -3.7% |
| 30D | -13.0% | -9.6% | -3.4% | -11.1% |
| 3M | -7.6% | +4.3% | -11.9% | -8.6% |
| 6M | -21.1% | +0.5% | -21.7% | -20.6% |
| YTD | -28.2% | +6.6% | -34.8% | -30.0% |
| 1Y | -34.9% | +11.6% | -46.5% | -36.9% |
| All | -34.9% | +12.4% | -47.3% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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