+20.4%
KWEB vs ZBRA
+653.2%
-632.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.2% | +0.1% |
| 7D | -5.6% | -3.4% | -2.2% | -4.5% |
| 30D | -10.7% | -7.4% | -3.3% | -8.6% |
| 3M | -7.4% | +57.5% | -64.9% | -21.4% |
| 6M | -19.3% | +64.0% | -83.3% | -33.1% |
| YTD | -27.8% | +44.3% | -72.0% | -38.0% |
| 1Y | -35.9% | +10.9% | -46.8% | -40.3% |
| 3Y | -1.9% | +37.5% | -39.5% | -19.1% |
| 5Y | -43.2% | -39.7% | -3.5% | -39.8% |
| 10Y | -21.2% | +429.9% | -451.1% | -58.9% |
| All | +20.4% | +653.2% | -632.8% | -40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling