-27.2%
KWEB vs ZBRA
+18.2%
-45.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.8% |
| 7D | -1.0% | +1.8% | -2.8% | -1.2% |
| 30D | -8.7% | -1.7% | -7.0% | -8.6% |
| 3M | -4.0% | +47.8% | -51.7% | -9.9% |
| 6M | -13.1% | +56.7% | -69.9% | -19.8% |
| YTD | -23.5% | +49.4% | -72.9% | -29.0% |
| 1Y | -27.2% | +16.5% | -43.7% | -28.2% |
| All | -27.2% | +18.2% | -45.3% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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