-42.1%
KWEB vs INDA
+5.7%
-47.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | -0.3% |
| 7D | -5.6% | -2.7% | -2.9% | -3.0% |
| 30D | -10.7% | -2.8% | -7.9% | -8.2% |
| 3M | -7.4% | +1.6% | -9.0% | -9.1% |
| 6M | -19.3% | -1.4% | -17.9% | -18.5% |
| YTD | -27.8% | -10.1% | -17.6% | -20.0% |
| 1Y | -35.9% | -8.8% | -27.2% | -30.3% |
| 3Y | -1.9% | +7.6% | -9.5% | -16.8% |
| All | -42.1% | +5.7% | -47.7% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 5y: compounded portfolio wealth divided by compounded INDA 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…
5y analysis · Full analysis span regression · 6 months rolling