+20.4%
KWEB vs HCA
+1,081.8%
-1,061.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.4% |
| 7D | -5.6% | +5.4% | -11.0% | -6.6% |
| 30D | -10.7% | +3.0% | -13.7% | -11.3% |
| 3M | -7.4% | +13.0% | -20.4% | -10.1% |
| 6M | -19.3% | -20.3% | +0.9% | -16.0% |
| YTD | -27.8% | -8.2% | -19.5% | -27.1% |
| 1Y | -35.9% | +6.7% | -42.6% | -37.5% |
| 3Y | -1.9% | +60.4% | -62.3% | -13.7% |
| 5Y | -43.2% | +73.4% | -116.6% | -51.9% |
| 10Y | -21.2% | +506.9% | -528.1% | -54.3% |
| All | +20.4% | +1,081.8% | -1,061.4% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 all: compounded portfolio wealth divided by compounded HCA 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…
all analysis · Full analysis span regression · 6 months rolling