-35.9%
KWEB vs GEN
+5.1%
-41.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | -5.6% | -1.3% | -4.3% | -5.4% |
| 30D | -10.7% | +6.1% | -16.8% | -11.6% |
| 3M | -7.4% | +27.0% | -34.4% | -11.2% |
| 6M | -19.3% | +43.9% | -63.2% | -24.1% |
| YTD | -27.8% | +13.0% | -40.7% | -31.1% |
| 1Y | -35.9% | +4.0% | -40.0% | -38.2% |
| All | -35.9% | +5.1% | -41.0% | -38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling