-31.1%
KWEB vs IP
-21.3%
-9.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.0% | -0.6% | -2.5% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | -11.5% | -11.2% | -0.3% | -10.6% |
| 3M | -2.9% | +12.3% | -15.2% | -4.6% |
| 6M | -14.6% | -5.2% | -9.4% | -14.5% |
| YTD | -25.5% | -4.0% | -21.6% | -25.8% |
| 1Y | -31.1% | -19.2% | -11.9% | -28.8% |
| All | -31.1% | -21.3% | -9.8% | -28.8% |
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