-35.5%
KWEB vs HTZ
-75.8%
+40.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.0% | +6.9% | -0.8% |
| 7D | +3.4% | -27.5% | +30.9% | +4.1% |
| 30D | -3.5% | -21.9% | +18.4% | -3.1% |
| 3M | -17.4% | -29.2% | +11.9% | -16.9% |
| 6M | -18.6% | -75.2% | +56.6% | -12.7% |
| YTD | -29.3% | -70.8% | +41.5% | -25.3% |
| All | -35.5% | -75.8% | +40.3% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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