-1.2%
KWEB vs RY
+155.7%
-157.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.2% | -1.7% |
| 7D | -3.6% | -0.5% | -3.1% | -3.3% |
| 30D | -14.9% | -1.9% | -13.0% | -14.2% |
| 3M | -5.4% | +5.1% | -10.6% | -8.5% |
| 6M | -18.9% | +28.2% | -47.0% | -30.3% |
| YTD | -27.2% | +22.9% | -50.1% | -36.0% |
| 1Y | -34.2% | +45.5% | -79.7% | -47.5% |
| All | -1.2% | +155.7% | -157.0% | -44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling