-33.2%
KWEB vs ITOT
+9.8%
-43.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.4% | +6.2% | +5.4% |
| 7D | +8.6% | -4.8% | +13.4% | +12.9% |
| 30D | +0.9% | -5.9% | +6.8% | +6.1% |
| 3M | -13.2% | -4.9% | -8.3% | -9.7% |
| 6M | -13.2% | +1.4% | -14.7% | -15.9% |
| YTD | -27.3% | +8.4% | -35.7% | -34.3% |
| 1Y | -33.2% | +9.3% | -42.6% | -40.2% |
| All | -33.2% | +9.8% | -43.1% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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