-1.9%
KWEB vs SPXU
-79.9%
+78.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | -0.1% |
| 7D | -5.6% | +2.5% | -8.0% | -4.8% |
| 30D | -10.7% | +4.2% | -14.9% | -9.5% |
| 3M | -7.4% | -9.3% | +1.8% | -9.6% |
| 6M | -19.3% | -30.7% | +11.4% | -26.6% |
| YTD | -27.8% | -28.1% | +0.4% | -33.2% |
| 1Y | -35.9% | -35.2% | -0.7% | -42.0% |
| 3Y | -1.9% | -79.9% | +78.0% | -33.6% |
| All | -1.9% | -79.9% | +78.0% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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