+51.4%
RSP vs KWEB
-2.9%
+54.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.5% |
| 7D | -3.1% | -4.3% | +1.2% | -2.5% |
| 30D | -3.4% | -13.0% | +9.6% | -1.3% |
| 3M | +3.6% | -7.6% | +11.2% | +4.8% |
| 6M | +9.0% | -21.1% | +30.1% | +12.8% |
| YTD | +12.2% | -28.2% | +40.4% | +17.7% |
| 1Y | +15.6% | -34.9% | +50.4% | +23.0% |
| All | +51.4% | -2.9% | +54.3% | +49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling