-27.2%
KWEB vs TRMB
-24.7%
-2.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.0% | +2.2% |
| 7D | -1.0% | -2.5% | +1.5% | -0.5% |
| 30D | -8.7% | +1.5% | -10.2% | -9.1% |
| 3M | -4.0% | +6.8% | -10.7% | -5.7% |
| 6M | -13.1% | -14.9% | +1.8% | -9.8% |
| YTD | -23.5% | -24.1% | +0.6% | -17.4% |
| 1Y | -27.2% | -25.4% | -1.8% | -21.5% |
| All | -27.2% | -24.7% | -2.5% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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