-33.2%
KWEB vs QSR
+22.6%
-55.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | +8.6% | +7.6% | +1.1% | +8.4% |
| 30D | +0.9% | +11.8% | -10.9% | +0.7% |
| 3M | -13.2% | +6.4% | -19.6% | -13.3% |
| 6M | -13.2% | -2.1% | -11.1% | -12.9% |
| YTD | -27.3% | +18.3% | -45.5% | -28.2% |
| 1Y | -33.2% | +21.4% | -54.7% | -34.5% |
| All | -33.2% | +22.6% | -55.9% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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