-33.9%
KWEB vs RRC
+44.7%
-78.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.5% | +8.0% | +4.3% |
| 7D | +5.8% | -6.8% | +12.5% | +5.4% |
| 30D | -1.0% | +34.7% | -35.7% | +0.8% |
| 3M | -15.8% | +31.5% | -47.3% | -14.4% |
| 6M | -14.9% | +21.8% | -36.7% | -14.0% |
| YTD | -28.6% | +48.9% | -77.4% | -27.2% |
| 1Y | -33.9% | +42.1% | -76.0% | -32.6% |
| All | -33.9% | +44.7% | -78.6% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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