-24.5%
RCL vs KWEB
-35.0%
+10.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.2% | +0.1% |
| 7D | -1.9% | -5.6% | +3.7% | +0.6% |
| 30D | -15.5% | -10.7% | -4.9% | -11.3% |
| 3M | -9.7% | -7.4% | -2.2% | -6.6% |
| 6M | -8.7% | -19.3% | +10.6% | -0.3% |
| YTD | -5.8% | -27.8% | +22.0% | +6.0% |
| 1Y | -24.5% | -35.9% | +11.5% | -14.2% |
| All | -24.5% | -35.0% | +10.5% | -14.2% |
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