-33.9%
KWEB vs VNQ
+14.0%
-47.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.2% | +1.3% | +3.2% |
| 7D | +5.8% | +6.8% | -1.0% | +3.3% |
| 30D | -1.0% | +10.0% | -10.9% | -4.3% |
| 3M | -15.8% | 0.0% | -15.8% | -16.0% |
| 6M | -14.9% | +4.5% | -19.4% | -17.2% |
| YTD | -28.6% | +13.9% | -42.5% | -32.8% |
| 1Y | -33.9% | +14.1% | -48.0% | -37.9% |
| All | -33.9% | +14.0% | -47.9% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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