-42.4%
KWEB vs RRC
+146.6%
-189.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.4% |
| 7D | -4.3% | -1.2% | -3.2% | -4.2% |
| 30D | -13.0% | +3.0% | -16.0% | -13.4% |
| 3M | -7.6% | +7.3% | -14.8% | -8.6% |
| 6M | -21.1% | +3.6% | -24.7% | -21.9% |
| YTD | -28.2% | +19.4% | -47.6% | -30.5% |
| 1Y | -34.9% | +21.4% | -56.3% | -37.2% |
| 3Y | -0.8% | +32.8% | -33.5% | -6.9% |
| All | -42.4% | +146.6% | -189.0% | -49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling