-36.4%
KWEB vs P
+15.5%
-51.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.7% | -1.1% |
| 7D | -4.3% | -4.1% | -0.2% | -3.9% |
| 30D | -13.0% | -14.0% | +1.0% | -11.8% |
| 3M | -7.6% | +41.4% | -49.0% | -12.5% |
| 6M | -21.1% | +54.2% | -75.3% | -27.2% |
| YTD | -28.2% | +40.4% | -68.6% | -33.0% |
| All | -36.4% | +15.5% | -51.9% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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