-35.9%
KWEB vs ITOT
+17.8%
-53.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.3% |
| 7D | -5.6% | -0.9% | -4.7% | -4.6% |
| 30D | -10.7% | -1.5% | -9.2% | -9.3% |
| 3M | -7.4% | +3.6% | -11.0% | -11.2% |
| 6M | -19.3% | +13.7% | -33.0% | -31.2% |
| YTD | -27.8% | +12.9% | -40.7% | -37.8% |
| 1Y | -35.9% | +17.2% | -53.1% | -46.6% |
| All | -35.9% | +17.8% | -53.8% | -46.6% |
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