-33.9%
KWEB vs XLRE
+14.1%
-48.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.3% | +1.1% | +3.2% |
| 7D | +5.8% | +7.1% | -1.3% | +3.4% |
| 30D | -1.0% | +10.9% | -11.9% | -4.3% |
| 3M | -15.8% | +0.7% | -16.5% | -16.3% |
| 6M | -14.9% | +4.1% | -19.1% | -16.9% |
| YTD | -28.6% | +14.5% | -43.1% | -32.6% |
| 1Y | -33.9% | +14.1% | -48.0% | -37.6% |
| All | -33.9% | +14.1% | -48.1% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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