-33.9%
KWEB vs RRX
+30.0%
-63.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.6% | +8.1% | +4.9% |
| 7D | +5.8% | +7.6% | -1.8% | +4.6% |
| 30D | -1.0% | +7.5% | -8.5% | -2.1% |
| 3M | -15.8% | -21.0% | +5.2% | -13.5% |
| 6M | -14.9% | -18.1% | +3.2% | -13.9% |
| YTD | -28.6% | +24.3% | -52.9% | -34.4% |
| 1Y | -33.9% | +29.3% | -63.2% | -39.8% |
| All | -33.9% | +30.0% | -63.9% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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