+319.8%
RSP vs KWEB
+12.9%
+306.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +2.4% | -7.8% | +10.2% | +4.0% |
| 30D | +4.3% | -6.4% | +10.7% | +5.6% |
| 3M | -0.3% | -14.6% | +14.3% | +2.7% |
| 6M | +9.8% | -25.0% | +34.9% | +15.8% |
| YTD | +16.8% | -32.7% | +49.5% | +25.6% |
| 1Y | +19.5% | -37.3% | +56.8% | +30.3% |
| 3Y | +65.1% | -5.9% | +71.0% | +61.9% |
| 5Y | +48.7% | -47.1% | +95.8% | +59.1% |
| 10Y | +213.6% | -22.3% | +235.9% | +175.6% |
| All | +319.8% | +12.9% | +306.9% | +221.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling