-35.2%
KWEB vs IP
-2.1%
-33.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.9% | -5.2% | -2.5% |
| 7D | +4.1% | -3.0% | +7.1% | +4.4% |
| 30D | -2.5% | +10.6% | -13.1% | -3.4% |
| 3M | -15.2% | -13.6% | -1.6% | -14.4% |
| 6M | -17.7% | +10.4% | -28.1% | -19.0% |
| YTD | -28.6% | -6.5% | -22.1% | -29.1% |
| All | -35.2% | -2.1% | -33.1% | -36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling