-42.1%
KWEB vs VSAT
+51.7%
-93.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -5.6% | -1.3% | -4.2% | -5.5% |
| 30D | -10.7% | -14.8% | +4.1% | -9.1% |
| 3M | -7.4% | +2.2% | -9.6% | -8.6% |
| 6M | -19.3% | +60.2% | -79.5% | -25.4% |
| YTD | -27.8% | +115.6% | -143.4% | -36.0% |
| 1Y | -35.9% | +132.9% | -168.8% | -44.2% |
| 3Y | -1.9% | +216.1% | -218.0% | -23.8% |
| All | -42.1% | +51.7% | -93.7% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 5y: compounded portfolio wealth divided by compounded VSAT 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…
5y analysis · Full analysis span regression · 6 months rolling