-33.9%
KWEB vs RIG
+43.0%
-77.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -7.6% | +12.1% | +4.5% |
| 7D | +5.8% | -18.8% | +24.6% | +6.0% |
| 30D | -1.0% | -1.1% | +0.1% | -1.5% |
| 3M | -15.8% | +4.4% | -20.2% | -16.5% |
| 6M | -14.9% | -20.8% | +5.8% | -14.5% |
| YTD | -28.6% | +32.0% | -60.5% | -34.1% |
| 1Y | -33.9% | +39.7% | -73.7% | -40.2% |
| All | -33.9% | +43.0% | -77.0% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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