-27.2%
KWEB vs SPMO
+29.9%
-57.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.4% |
| 7D | -1.0% | +2.0% | -3.0% | -1.7% |
| 30D | -8.7% | -0.4% | -8.4% | -8.7% |
| 3M | -4.0% | -1.9% | -2.1% | -4.2% |
| 6M | -13.1% | +25.0% | -38.2% | -29.3% |
| YTD | -23.5% | +26.0% | -49.5% | -38.2% |
| 1Y | -27.2% | +28.7% | -55.8% | -38.6% |
| All | -27.2% | +29.9% | -57.1% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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