+3.0%
KWEB vs HTZ
-86.1%
+89.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.0% | +2.4% | -2.5% |
| 7D | -1.3% | -2.5% | +1.2% | -1.2% |
| 30D | -11.5% | -3.7% | -7.8% | -11.5% |
| 3M | -2.9% | -57.0% | +54.1% | -0.1% |
| 6M | -14.6% | -47.0% | +32.3% | -13.2% |
| YTD | -25.5% | -57.5% | +32.0% | -23.6% |
| 1Y | -31.1% | -63.5% | +32.4% | -29.1% |
| 3Y | +3.0% | -86.3% | +89.3% | +9.8% |
| All | +3.0% | -86.1% | +89.1% | +9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling