-33.9%
KWEB vs UPST
-48.7%
+14.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +9.4% | -4.9% | +3.6% |
| 7D | +5.8% | -3.1% | +8.9% | +5.9% |
| 30D | -1.0% | -4.0% | +3.0% | -0.8% |
| 3M | -15.8% | -22.9% | +7.1% | -14.2% |
| 6M | -14.9% | -27.1% | +12.2% | -12.9% |
| YTD | -28.6% | -46.5% | +18.0% | -26.3% |
| 1Y | -33.9% | -49.4% | +15.5% | -31.6% |
| All | -33.9% | -48.7% | +14.8% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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