-34.9%
KWEB vs WM
-0.1%
-34.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.6% |
| 7D | -4.3% | -3.1% | -1.2% | -5.2% |
| 30D | -13.0% | -5.3% | -7.7% | -14.4% |
| 3M | -7.6% | -4.2% | -3.3% | -8.4% |
| 6M | -21.1% | -8.1% | -13.1% | -22.3% |
| YTD | -28.2% | -1.4% | -26.8% | -27.7% |
| 1Y | -34.9% | +0.2% | -35.1% | -33.3% |
| All | -34.9% | -0.1% | -34.8% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling