-27.2%
KWEB vs RRX
+14.9%
-42.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | -1.0% | +3.4% | -4.5% | -1.6% |
| 30D | -8.7% | -11.1% | +2.4% | -7.0% |
| 3M | -4.0% | -23.7% | +19.7% | -0.7% |
| 6M | -13.1% | -22.0% | +8.9% | -11.8% |
| YTD | -23.5% | +16.5% | -40.0% | -30.3% |
| 1Y | -27.2% | +11.5% | -38.7% | -32.5% |
| All | -27.2% | +14.9% | -42.0% | -32.5% |
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