-18.9%
KWEB vs Q
+17.4%
-36.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -2.4% |
| 7D | -3.6% | +6.6% | -10.2% | -3.9% |
| 30D | -14.9% | -6.6% | -8.3% | -14.6% |
| 3M | -5.4% | -13.2% | +7.8% | -5.3% |
| 6M | -18.9% | +9.9% | -28.8% | -25.5% |
| All | -18.9% | +17.4% | -36.3% | -25.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling