-27.2%
KWEB vs RGEN
+45.2%
-72.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +2.1% |
| 7D | -1.0% | -4.9% | +3.9% | -0.6% |
| 30D | -8.7% | +5.7% | -14.4% | -9.4% |
| 3M | -4.0% | +32.4% | -36.4% | -7.7% |
| 6M | -13.1% | +33.2% | -46.3% | -17.2% |
| YTD | -23.5% | +2.3% | -25.8% | -23.8% |
| 1Y | -27.2% | +39.0% | -66.2% | -27.6% |
| All | -27.2% | +45.2% | -72.4% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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