-27.2%
KWEB vs TRI
-38.3%
+11.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.4% | +7.4% | +2.1% |
| 7D | -1.0% | -0.5% | -0.5% | -1.1% |
| 30D | -8.7% | +7.9% | -16.6% | -8.9% |
| 3M | -4.0% | +24.1% | -28.0% | -4.1% |
| 6M | -13.1% | +3.8% | -17.0% | -13.1% |
| YTD | -23.5% | -16.9% | -6.6% | -22.5% |
| 1Y | -27.2% | -38.4% | +11.2% | -21.2% |
| All | -27.2% | -38.3% | +11.1% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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