-19.6%
KWEB vs RACE
+729.2%
-748.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.6% |
| 7D | -7.8% | -1.2% | -6.6% | -7.3% |
| 30D | -6.4% | +6.1% | -12.6% | -9.1% |
| 3M | -14.6% | -0.3% | -14.3% | -14.8% |
| 6M | -25.0% | +23.4% | -48.5% | -33.1% |
| YTD | -32.7% | +12.5% | -45.2% | -37.7% |
| 1Y | -37.3% | -0.5% | -36.9% | -38.5% |
| 3Y | -5.9% | +23.6% | -29.5% | -23.1% |
| 5Y | -47.1% | +65.4% | -112.5% | -64.5% |
| All | -19.6% | +729.2% | -748.8% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling