-1.9%
KWEB vs TD
+127.3%
-129.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.4% |
| 7D | -5.6% | -0.5% | -5.0% | -5.3% |
| 30D | -10.7% | -1.9% | -8.8% | -10.0% |
| 3M | -7.4% | +4.8% | -12.2% | -9.8% |
| 6M | -19.3% | +28.0% | -47.3% | -29.0% |
| YTD | -27.8% | +30.3% | -58.0% | -37.0% |
| 1Y | -35.9% | +59.8% | -95.7% | -49.3% |
| 3Y | -1.9% | +124.7% | -126.6% | -34.0% |
| All | -1.9% | +127.3% | -129.3% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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