-21.1%
KWEB vs WCN
-6.5%
-14.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.2% | -1.5% |
| 7D | -4.3% | -4.4% | +0.1% | -5.0% |
| 30D | -13.0% | -4.4% | -8.6% | -13.7% |
| 3M | -7.6% | +0.5% | -8.0% | -6.8% |
| 6M | -21.1% | -3.3% | -17.9% | -19.3% |
| All | -21.1% | -6.5% | -14.6% | -19.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling