+19.6%
KWEB vs IBN
+422.9%
-403.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | -4.3% | -5.5% | +1.2% | -2.6% |
| 30D | -13.0% | -3.4% | -9.6% | -12.1% |
| 3M | -7.6% | +8.7% | -16.2% | -10.1% |
| 6M | -21.1% | +3.7% | -24.8% | -22.2% |
| YTD | -28.2% | -2.4% | -25.8% | -28.0% |
| 1Y | -34.9% | -8.1% | -26.8% | -33.6% |
| 3Y | -0.8% | +26.3% | -27.1% | -9.7% |
| 5Y | -43.6% | +54.9% | -98.5% | -51.9% |
| 10Y | -21.7% | +311.8% | -333.5% | -52.1% |
| All | +19.6% | +422.9% | -403.3% | -33.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling