-1.9%
KWEB vs ITOT
+75.8%
-77.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.1% |
| 7D | -5.6% | -0.9% | -4.7% | -4.8% |
| 30D | -10.7% | -1.5% | -9.2% | -9.5% |
| 3M | -7.4% | +3.6% | -11.0% | -10.3% |
| 6M | -19.3% | +13.7% | -33.0% | -28.1% |
| YTD | -27.8% | +12.9% | -40.7% | -35.1% |
| 1Y | -35.9% | +17.2% | -53.1% | -44.1% |
| 3Y | -1.9% | +75.6% | -77.6% | -42.7% |
| All | -1.9% | +75.8% | -77.7% | -42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling