-22.5%
KWEB vs RACE
+844.0%
-866.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.1% |
| 7D | -5.6% | +0.9% | -6.5% | -6.0% |
| 30D | -10.7% | +1.6% | -12.3% | -11.5% |
| 3M | -7.4% | +13.2% | -20.6% | -13.2% |
| 6M | -19.3% | +22.9% | -42.2% | -27.8% |
| YTD | -27.8% | +13.3% | -41.0% | -33.2% |
| 1Y | -35.9% | -12.7% | -23.3% | -33.5% |
| 3Y | -1.9% | +40.3% | -42.2% | -25.5% |
| 5Y | -43.2% | +96.5% | -139.7% | -64.7% |
| All | -22.5% | +844.0% | -866.5% | -76.0% |
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