-34.9%
KWEB vs PL
+81.4%
-116.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.2% |
| 7D | -4.3% | -9.0% | +4.7% | -3.8% |
| 30D | -13.0% | -29.6% | +16.6% | -11.2% |
| 3M | -7.6% | -45.7% | +38.1% | -4.4% |
| 6M | -21.1% | -34.3% | +13.2% | -20.3% |
| YTD | -28.2% | -15.4% | -12.9% | -29.4% |
| 1Y | -34.9% | +86.1% | -120.9% | -36.5% |
| All | -34.9% | +81.4% | -116.3% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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