-42.1%
KWEB vs WING
-33.2%
-8.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.0% | -5.3% | -0.4% |
| 7D | -5.6% | +7.2% | -12.8% | -6.8% |
| 30D | -10.7% | +4.8% | -15.5% | -11.7% |
| 3M | -7.4% | -23.7% | +16.3% | -3.6% |
| 6M | -19.3% | -43.6% | +24.3% | -11.4% |
| YTD | -27.8% | -50.6% | +22.8% | -19.3% |
| 1Y | -35.9% | -57.0% | +21.1% | -26.7% |
| 3Y | -1.9% | -28.3% | +26.3% | -14.0% |
| All | -42.1% | -33.2% | -8.9% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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