-43.6%
KWEB vs IWD
+72.1%
-115.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.0% |
| 7D | -4.3% | -2.3% | -2.0% | -1.7% |
| 30D | -13.0% | -1.8% | -11.2% | -11.2% |
| 3M | -7.6% | +8.0% | -15.6% | -15.5% |
| 6M | -21.1% | +17.0% | -38.1% | -34.1% |
| YTD | -28.2% | +21.3% | -49.5% | -42.4% |
| 1Y | -34.9% | +27.9% | -62.8% | -50.8% |
| 3Y | -0.8% | +70.1% | -70.8% | -47.4% |
| 5Y | -43.6% | +74.2% | -117.7% | -70.0% |
| All | -43.6% | +72.1% | -115.6% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 5y: compounded portfolio wealth divided by compounded IWD 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…
5y analysis · Full analysis span regression · 6 months rolling