-33.9%
KWEB vs HUM
+51.1%
-85.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.5% |
| 7D | +5.8% | +1.6% | +4.2% | +5.7% |
| 30D | -1.0% | +3.5% | -4.5% | -1.2% |
| 3M | -15.8% | +15.5% | -31.3% | -16.1% |
| 6M | -14.9% | +76.2% | -91.1% | -16.1% |
| YTD | -28.6% | +64.5% | -93.1% | -29.3% |
| 1Y | -33.9% | +50.0% | -83.9% | -35.0% |
| All | -33.9% | +51.1% | -85.0% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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