-22.5%
KWEB vs VRSN
+299.1%
-321.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.1% |
| 7D | -5.6% | +0.2% | -5.8% | -5.7% |
| 30D | -10.7% | +3.8% | -14.4% | -12.2% |
| 3M | -7.4% | +5.0% | -12.4% | -9.8% |
| 6M | -19.3% | +24.9% | -44.2% | -27.6% |
| YTD | -27.8% | +21.6% | -49.4% | -34.8% |
| 1Y | -35.9% | +2.4% | -38.4% | -37.7% |
| 3Y | -1.9% | +47.3% | -49.3% | -20.9% |
| 5Y | -43.2% | +34.7% | -77.9% | -53.4% |
| All | -22.5% | +299.1% | -321.6% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling