-21.4%
KWEB vs RACE
+23.6%
-45.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.7% |
| 7D | -7.5% | -4.0% | -3.5% | -6.7% |
| 30D | -7.3% | +3.5% | -10.9% | -7.8% |
| 3M | -16.8% | -0.4% | -16.4% | -16.8% |
| 6M | -21.4% | +23.2% | -44.6% | -25.3% |
| All | -21.4% | +23.6% | -45.0% | -25.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling