-20.7%
KWEB vs IP
+31.6%
-52.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.9% | -5.2% | -3.1% |
| 7D | +4.1% | -3.0% | +7.1% | +4.9% |
| 30D | -2.5% | +10.6% | -13.1% | -5.3% |
| 3M | -15.2% | -13.6% | -1.6% | -12.1% |
| 6M | -17.7% | +10.4% | -28.1% | -21.1% |
| YTD | -28.6% | -6.5% | -22.1% | -29.1% |
| 1Y | -33.8% | -2.1% | -31.7% | -35.3% |
| 3Y | +1.2% | +22.0% | -20.8% | -11.9% |
| 5Y | -39.2% | -9.7% | -29.5% | -42.4% |
| 10Y | -20.7% | +26.8% | -47.5% | -25.1% |
| All | -20.7% | +31.6% | -52.3% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling