-22.5%
KWEB vs GEN
+159.8%
-182.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | -5.6% | -1.3% | -4.3% | -5.3% |
| 30D | -10.7% | +6.1% | -16.8% | -11.8% |
| 3M | -7.4% | +27.0% | -34.4% | -11.8% |
| 6M | -19.3% | +43.9% | -63.2% | -25.3% |
| YTD | -27.8% | +13.0% | -40.7% | -30.1% |
| 1Y | -35.9% | +4.0% | -40.0% | -37.0% |
| 3Y | -1.9% | +66.2% | -68.1% | -12.7% |
| 5Y | -43.2% | +23.2% | -66.4% | -48.2% |
| All | -22.5% | +159.8% | -182.3% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling