+23.6%
PCAR vs KWEB
-35.0%
+58.6%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | 0.0% |
| 7D | -1.6% | -5.6% | +4.0% | -0.6% |
| 30D | -6.4% | -10.7% | +4.3% | -4.5% |
| 3M | +4.7% | -7.4% | +12.1% | +5.9% |
| 6M | +4.5% | -19.3% | +23.8% | +8.3% |
| YTD | +13.0% | -27.8% | +40.8% | +19.2% |
| 1Y | +23.6% | -35.9% | +59.5% | +32.1% |
| All | +23.6% | -35.0% | +58.6% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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