+21.3%
KWEB vs IAU
+222.0%
-200.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.5% |
| 7D | -3.6% | +0.2% | -3.7% | -3.6% |
| 30D | -14.9% | +0.2% | -15.1% | -15.0% |
| 3M | -5.4% | +3.3% | -8.7% | -6.2% |
| 6M | -18.9% | -14.6% | -4.3% | -16.4% |
| YTD | -27.2% | +1.9% | -29.1% | -27.6% |
| 1Y | -34.2% | +20.9% | -55.1% | -36.6% |
| 3Y | +0.6% | +127.5% | -126.9% | -13.0% |
| 5Y | -43.5% | +141.9% | -185.4% | -51.8% |
| 10Y | -20.6% | +222.8% | -243.3% | -30.8% |
| All | +21.3% | +222.0% | -200.7% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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