-34.9%
KWEB vs ROIV
+203.5%
-238.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -1.3% |
| 7D | -4.3% | +19.0% | -23.3% | -5.3% |
| 30D | -13.0% | +16.1% | -29.1% | -13.8% |
| 3M | -7.6% | +44.1% | -51.7% | -10.9% |
| 6M | -21.1% | +37.8% | -59.0% | -23.8% |
| YTD | -28.2% | +88.7% | -116.9% | -33.9% |
| 1Y | -34.9% | +197.3% | -232.2% | -49.7% |
| All | -34.9% | +203.5% | -238.4% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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