-33.9%
KWEB vs PLUG
-44.1%
+10.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.5% | +0.9% | +4.3% |
| 7D | +5.8% | +2.8% | +3.0% | +5.6% |
| 30D | -1.0% | -22.8% | +21.8% | +0.5% |
| 3M | -15.8% | -32.4% | +16.6% | -13.9% |
| 6M | -14.9% | -53.4% | +38.4% | -10.7% |
| YTD | -28.6% | -25.9% | -2.7% | -27.7% |
| 1Y | -33.9% | -42.1% | +8.1% | -33.0% |
| All | -33.9% | -44.1% | +10.1% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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