-1.9%
KWEB vs WEC
+39.2%
-41.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -5.6% | -0.6% | -5.0% | -5.6% |
| 30D | -10.7% | -2.6% | -8.1% | -10.8% |
| 3M | -7.4% | -6.0% | -1.4% | -7.6% |
| 6M | -19.3% | -5.4% | -13.9% | -19.5% |
| YTD | -27.8% | +2.5% | -30.2% | -27.9% |
| 1Y | -35.9% | -0.7% | -35.2% | -36.1% |
| 3Y | -1.9% | +38.7% | -40.7% | -6.5% |
| All | -1.9% | +39.2% | -41.1% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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