-1.9%
KWEB vs VSXY
+352.7%
-354.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | +0.4% |
| 7D | -5.6% | +0.1% | -5.7% | -5.6% |
| 30D | -10.7% | -18.7% | +8.0% | -9.4% |
| 3M | -7.4% | -4.0% | -3.4% | -7.3% |
| 6M | -19.3% | +67.5% | -86.8% | -23.2% |
| YTD | -27.8% | +39.7% | -67.4% | -30.6% |
| 1Y | -35.9% | +180.0% | -215.9% | -42.0% |
| 3Y | -1.9% | +337.3% | -339.2% | -13.5% |
| All | -1.9% | +352.7% | -354.7% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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