-43.6%
KWEB vs GEN
+21.5%
-65.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.5% |
| 7D | -4.3% | -4.3% | 0.0% | -3.7% |
| 30D | -13.0% | +3.8% | -16.8% | -13.5% |
| 3M | -7.6% | +22.3% | -29.8% | -10.4% |
| 6M | -21.1% | +39.0% | -60.1% | -25.1% |
| YTD | -28.2% | +11.9% | -40.1% | -29.9% |
| 1Y | -34.9% | +4.5% | -39.4% | -35.8% |
| 3Y | -0.8% | +59.0% | -59.8% | -6.5% |
| 5Y | -43.6% | +22.0% | -65.5% | -52.7% |
| All | -43.6% | +21.5% | -65.0% | -52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling