-1.9%
KWEB vs UUUU
+74.5%
-76.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.6% | +1.1% |
| 7D | -5.6% | -10.5% | +4.9% | -4.6% |
| 30D | -10.7% | -10.5% | -0.2% | -9.9% |
| 3M | -7.4% | -14.1% | +6.7% | -6.5% |
| 6M | -19.3% | -35.5% | +16.2% | -16.9% |
| YTD | -27.8% | -10.9% | -16.8% | -28.3% |
| 1Y | -35.9% | +3.4% | -39.3% | -38.6% |
| 3Y | -1.9% | +73.1% | -75.1% | -16.1% |
| All | -1.9% | +74.5% | -76.5% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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