-35.9%
KWEB vs IEF
-2.7%
-33.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.8% | +0.8% |
| 7D | -5.6% | -1.3% | -4.2% | -4.6% |
| 30D | -10.7% | -1.7% | -8.9% | -9.5% |
| 3M | -7.4% | -2.5% | -4.9% | -5.6% |
| 6M | -19.3% | -3.3% | -16.1% | -17.8% |
| YTD | -27.8% | -2.8% | -24.9% | -25.9% |
| 1Y | -35.9% | -2.7% | -33.2% | -32.3% |
| All | -35.9% | -2.7% | -33.2% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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