-33.2%
KWEB vs LUV
+51.8%
-85.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.3% | +6.1% | +2.5% |
| 7D | +8.6% | +1.7% | +6.9% | +8.3% |
| 30D | +0.9% | +4.7% | -3.8% | +0.1% |
| 3M | -13.2% | -8.5% | -4.8% | -12.4% |
| 6M | -13.2% | +12.9% | -26.1% | -15.8% |
| YTD | -27.3% | +9.0% | -36.3% | -29.5% |
| 1Y | -33.2% | +43.1% | -76.3% | -38.7% |
| All | -33.2% | +51.8% | -85.0% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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