-34.9%
KWEB vs RY
+44.8%
-79.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | -4.3% | -2.9% | -1.4% | -3.1% |
| 30D | -13.0% | -2.0% | -11.0% | -12.3% |
| 3M | -7.6% | +4.9% | -12.4% | -11.2% |
| 6M | -21.1% | +26.1% | -47.3% | -34.2% |
| YTD | -28.2% | +22.4% | -50.6% | -38.8% |
| 1Y | -34.9% | +44.7% | -79.6% | -51.9% |
| All | -34.9% | +44.8% | -79.7% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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