-1.9%
KWEB vs WCN
+18.4%
-20.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -5.6% | -3.1% | -2.5% | -5.5% |
| 30D | -10.7% | -3.4% | -7.3% | -10.6% |
| 3M | -7.4% | +3.0% | -10.4% | -7.5% |
| 6M | -19.3% | -3.8% | -15.6% | -18.9% |
| YTD | -27.8% | -8.3% | -19.4% | -27.1% |
| 1Y | -35.9% | -9.7% | -26.2% | -35.1% |
| 3Y | -1.9% | +17.2% | -19.1% | -3.5% |
| All | -1.9% | +18.4% | -20.3% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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