-33.9%
KWEB vs PNR
-31.2%
-2.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.3% | +1.2% | +4.2% |
| 7D | +5.8% | +11.9% | -6.1% | +5.0% |
| 30D | -1.0% | +37.1% | -38.1% | -3.1% |
| 3M | -15.8% | +5.7% | -21.5% | -16.0% |
| 6M | -14.9% | -5.7% | -9.3% | -14.4% |
| YTD | -28.6% | -29.8% | +1.2% | -23.9% |
| 1Y | -33.9% | -31.8% | -2.1% | -29.0% |
| All | -33.9% | -31.2% | -2.8% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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