-34.9%
KWEB vs USFD
+23.2%
-58.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | +0.1% | -1.3% |
| 7D | -4.3% | -8.0% | +3.7% | -4.0% |
| 30D | -13.0% | -13.1% | +0.1% | -12.6% |
| 3M | -7.6% | +6.5% | -14.1% | -8.2% |
| 6M | -21.1% | +5.7% | -26.9% | -21.6% |
| YTD | -28.2% | +27.5% | -55.8% | -30.6% |
| 1Y | -34.9% | +23.4% | -58.3% | -37.2% |
| All | -34.9% | +23.2% | -58.0% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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