-27.7%
KWEB vs WING
+407.0%
-434.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.9% | -2.7% |
| 7D | -1.3% | -0.1% | -1.1% | -1.3% |
| 30D | -11.5% | -6.0% | -5.5% | -10.7% |
| 3M | -2.9% | -23.5% | +20.6% | +1.3% |
| 6M | -14.6% | -52.0% | +37.3% | -2.6% |
| YTD | -25.5% | -53.8% | +28.3% | -15.3% |
| 1Y | -31.1% | -63.8% | +32.7% | -17.9% |
| 3Y | +3.0% | -30.8% | +33.7% | -2.9% |
| 5Y | -42.6% | -34.3% | -8.3% | -48.7% |
| 10Y | -21.1% | +352.4% | -373.5% | -54.8% |
| All | -27.7% | +407.0% | -434.7% | -61.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling