-1.9%
KWEB vs IBN
+27.4%
-29.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.3% |
| 7D | -5.6% | -3.0% | -2.6% | -4.9% |
| 30D | -10.7% | -1.5% | -9.2% | -10.4% |
| 3M | -7.4% | +7.9% | -15.3% | -9.0% |
| 6M | -19.3% | +8.6% | -28.0% | -20.9% |
| YTD | -27.8% | -0.6% | -27.2% | -28.0% |
| 1Y | -35.9% | -7.3% | -28.6% | -35.4% |
| 3Y | -1.9% | +26.2% | -28.1% | -6.2% |
| All | -1.9% | +27.4% | -29.4% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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