-22.5%
KWEB vs PAAS
+230.4%
-252.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | -5.6% | -1.9% | -3.6% | -5.3% |
| 30D | -10.7% | -3.6% | -7.1% | -10.4% |
| 3M | -7.4% | +8.6% | -16.0% | -9.3% |
| 6M | -19.3% | -16.7% | -2.6% | -17.7% |
| YTD | -27.8% | -1.9% | -25.8% | -28.8% |
| 1Y | -35.9% | +38.0% | -73.9% | -40.9% |
| 3Y | -1.9% | +234.9% | -236.9% | -24.4% |
| 5Y | -43.2% | +119.5% | -162.7% | -54.2% |
| All | -22.5% | +230.4% | -252.9% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling