-27.2%
KWEB vs HRB
+1.1%
-28.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.0% | +6.0% | +1.9% |
| 7D | -1.0% | -5.7% | +4.6% | -1.2% |
| 30D | -8.7% | +7.9% | -16.6% | -8.4% |
| 3M | -4.0% | +32.1% | -36.1% | -3.1% |
| 6M | -13.1% | +62.2% | -75.4% | -11.7% |
| YTD | -23.5% | +16.4% | -39.9% | -22.9% |
| 1Y | -27.2% | -0.3% | -26.9% | -26.2% |
| All | -27.2% | +1.1% | -28.2% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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