+50.4%
RSP vs KWEB
-45.1%
+95.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.5% |
| 7D | -3.1% | -4.3% | +1.2% | -2.6% |
| 30D | -3.4% | -13.0% | +9.6% | -1.6% |
| 3M | +3.6% | -7.6% | +11.2% | +4.6% |
| 6M | +9.0% | -21.1% | +30.1% | +12.2% |
| YTD | +12.2% | -28.2% | +40.4% | +16.9% |
| 1Y | +15.6% | -34.9% | +50.4% | +21.9% |
| 3Y | +51.6% | -0.8% | +52.4% | +49.4% |
| 5Y | +50.4% | -43.6% | +94.0% | +54.7% |
| All | +50.4% | -45.1% | +95.5% | +54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling