-33.9%
KWEB vs XME
+5.2%
-39.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.7% |
| 7D | +5.8% | -5.5% | +11.2% | +7.3% |
| 30D | -1.0% | -11.1% | +10.1% | +2.1% |
| 3M | -15.8% | -11.1% | -4.7% | -13.5% |
| 6M | -14.9% | -18.0% | +3.1% | -10.0% |
| YTD | -28.6% | -7.4% | -21.2% | -28.0% |
| 1Y | -33.9% | +6.7% | -40.6% | -35.8% |
| All | -33.9% | +5.2% | -39.1% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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