-33.9%
KWEB vs USAR
-49.3%
+15.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -5.9% | +10.3% | +4.8% |
| 7D | +5.8% | -21.8% | +27.5% | +7.5% |
| 30D | -1.0% | -39.9% | +38.9% | +2.4% |
| 3M | -15.8% | -52.5% | +36.7% | -11.7% |
| 6M | -14.9% | -67.9% | +53.0% | -8.5% |
| YTD | -28.6% | -31.1% | +2.5% | -28.2% |
| 1Y | -33.9% | -49.8% | +15.9% | -33.0% |
| All | -33.9% | -49.3% | +15.4% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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