-36.9%
KWEB vs Q
+79.8%
-116.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.4% |
| 7D | -5.6% | +4.9% | -10.5% | -6.0% |
| 30D | -10.7% | -11.0% | +0.3% | -9.7% |
| 3M | -7.4% | -15.2% | +7.8% | -6.4% |
| 6M | -19.3% | +8.8% | -28.2% | -22.8% |
| YTD | -27.8% | +55.1% | -82.8% | -34.0% |
| All | -36.9% | +79.8% | -116.6% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling