-27.2%
KWEB vs IR
-1.2%
-25.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.8% |
| 7D | -1.0% | -2.8% | +1.8% | -0.5% |
| 30D | -8.7% | -15.1% | +6.4% | -6.0% |
| 3M | -4.0% | +6.1% | -10.0% | -5.8% |
| 6M | -13.1% | -16.8% | +3.7% | -10.2% |
| YTD | -23.5% | -3.5% | -20.0% | -24.3% |
| 1Y | -27.2% | -3.5% | -23.7% | -26.6% |
| All | -27.2% | -1.2% | -25.9% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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