+20.4%
KWEB vs PNC
+373.0%
-352.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.1% | +0.5% |
| 7D | -5.6% | -0.6% | -5.0% | -5.4% |
| 30D | -10.7% | -4.4% | -6.3% | -9.3% |
| 3M | -7.4% | +5.2% | -12.6% | -9.3% |
| 6M | -19.3% | +20.6% | -40.0% | -25.0% |
| YTD | -27.8% | +19.8% | -47.5% | -32.8% |
| 1Y | -35.9% | +24.4% | -60.4% | -41.4% |
| 3Y | -1.9% | +131.2% | -133.2% | -30.7% |
| 5Y | -43.2% | +53.1% | -96.3% | -53.5% |
| 10Y | -21.2% | +276.8% | -297.9% | -59.9% |
| All | +20.4% | +373.0% | -352.6% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 all: compounded portfolio wealth divided by compounded PNC 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…
all analysis · Full analysis span regression · 6 months rolling