-35.9%
KWEB vs XHB
-14.9%
-21.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.3% |
| 7D | -5.6% | -4.6% | -0.9% | -4.6% |
| 30D | -10.7% | -9.1% | -1.5% | -9.0% |
| 3M | -7.4% | -8.6% | +1.1% | -6.2% |
| 6M | -19.3% | -4.0% | -15.3% | -20.0% |
| YTD | -27.8% | -3.9% | -23.8% | -28.5% |
| 1Y | -35.9% | -16.5% | -19.5% | -34.8% |
| All | -35.9% | -14.9% | -21.1% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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