-33.9%
KWEB vs WPM
+38.8%
-72.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +12.0% | -7.5% | +2.4% |
| 7D | +5.8% | +3.9% | +1.9% | +4.9% |
| 30D | -1.0% | -3.5% | +2.5% | -0.7% |
| 3M | -15.8% | +14.1% | -29.9% | -18.4% |
| 6M | -14.9% | +6.2% | -21.2% | -16.4% |
| YTD | -28.6% | +12.4% | -41.0% | -31.4% |
| 1Y | -33.9% | +40.0% | -73.9% | -40.1% |
| All | -33.9% | +38.8% | -72.7% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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