+19.6%
KWEB vs INDA
+140.1%
-120.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.6% |
| 7D | -4.3% | -3.6% | -0.7% | -1.9% |
| 30D | -13.0% | -4.0% | -9.0% | -10.6% |
| 3M | -7.6% | +1.7% | -9.3% | -8.7% |
| 6M | -21.1% | -3.6% | -17.5% | -19.3% |
| YTD | -28.2% | -11.0% | -17.2% | -22.7% |
| 1Y | -34.9% | -9.5% | -25.4% | -30.7% |
| 3Y | -0.8% | +7.6% | -8.4% | -6.5% |
| 5Y | -43.6% | +4.8% | -48.3% | -45.2% |
| 10Y | -21.7% | +82.3% | -104.0% | -45.5% |
| All | +19.6% | +140.1% | -120.5% | -26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling