-33.9%
KWEB vs WST
+47.3%
-81.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.4% | +4.0% | +4.4% |
| 7D | +5.8% | +1.3% | +4.5% | +5.7% |
| 30D | -1.0% | +8.5% | -9.5% | -1.4% |
| 3M | -15.8% | +17.2% | -33.0% | -16.5% |
| 6M | -14.9% | +36.3% | -51.2% | -16.4% |
| YTD | -28.6% | +48.9% | -77.5% | -30.6% |
| 1Y | -33.9% | +42.9% | -76.8% | -35.4% |
| All | -33.9% | +47.3% | -81.2% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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