-35.9%
KWEB vs GFI
+26.4%
-62.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +1.9% | +0.8% |
| 7D | -5.6% | -4.9% | -0.7% | -4.9% |
| 30D | -10.7% | +10.7% | -21.4% | -12.1% |
| 3M | -7.4% | +25.6% | -33.0% | -10.8% |
| 6M | -19.3% | -8.3% | -11.1% | -18.8% |
| YTD | -27.8% | +6.3% | -34.1% | -28.6% |
| 1Y | -35.9% | +22.1% | -58.0% | -37.4% |
| All | -35.9% | +26.4% | -62.4% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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