-33.9%
KWEB vs YUM
+15.9%
-49.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.9% | -1.5% | +4.2% |
| 7D | +5.8% | +10.8% | -5.0% | +5.5% |
| 30D | -1.0% | +21.4% | -22.4% | -1.3% |
| 3M | -15.8% | +13.2% | -29.0% | -16.2% |
| 6M | -14.9% | +8.8% | -23.7% | -15.3% |
| YTD | -28.6% | +11.5% | -40.1% | -27.8% |
| 1Y | -33.9% | +13.4% | -47.3% | -32.9% |
| All | -33.9% | +15.9% | -49.9% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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