-33.9%
KWEB vs PSA
+28.0%
-62.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.8% | +1.7% | +4.0% |
| 7D | +5.8% | +10.5% | -4.8% | +4.4% |
| 30D | -1.0% | +21.7% | -22.7% | -3.6% |
| 3M | -15.8% | +6.1% | -21.9% | -16.5% |
| 6M | -14.9% | +18.3% | -33.3% | -17.7% |
| YTD | -28.6% | +36.1% | -64.6% | -30.9% |
| 1Y | -33.9% | +29.3% | -63.2% | -36.7% |
| All | -33.9% | +28.0% | -62.0% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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