-1.9%
KWEB vs TRI
-18.9%
+17.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.1% | +0.5% |
| 7D | -5.6% | -7.9% | +2.3% | -4.8% |
| 30D | -10.7% | -4.5% | -6.2% | -10.4% |
| 3M | -7.4% | +22.1% | -29.5% | -9.6% |
| 6M | -19.3% | -2.8% | -16.5% | -19.1% |
| YTD | -27.8% | -23.4% | -4.3% | -23.6% |
| 1Y | -35.9% | -41.5% | +5.6% | -27.2% |
| 3Y | -1.9% | -19.2% | +17.3% | -3.1% |
| All | -1.9% | -18.9% | +17.0% | -3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling