+21.3%
KWEB vs VRSN
+508.5%
-487.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -3.0% |
| 7D | -3.6% | -1.0% | -2.5% | -3.2% |
| 30D | -14.9% | -1.9% | -13.0% | -14.3% |
| 3M | -5.4% | +1.4% | -6.8% | -6.6% |
| 6M | -18.9% | +19.0% | -37.9% | -26.1% |
| YTD | -27.2% | +19.2% | -46.4% | -34.2% |
| 1Y | -34.2% | +1.7% | -35.9% | -36.0% |
| 3Y | +0.6% | +41.4% | -40.8% | -18.3% |
| 5Y | -43.5% | +31.7% | -75.1% | -53.7% |
| 10Y | -20.6% | +290.3% | -310.8% | -65.1% |
| All | +21.3% | +508.5% | -487.2% | -61.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling