+102.2%
USO vs KWEB
-34.1%
+136.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.5% | -12.5% | -5.9% |
| 7D | -12.7% | +5.8% | -18.5% | -10.0% |
| 30D | +1.0% | -1.0% | +2.0% | +1.3% |
| 3M | +25.6% | -15.8% | +41.4% | +18.4% |
| 6M | -1.5% | -14.9% | +13.4% | -6.6% |
| YTD | +110.3% | -28.6% | +138.8% | +105.0% |
| 1Y | +102.2% | -33.9% | +136.1% | +100.2% |
| All | +102.2% | -34.1% | +136.3% | +100.2% |
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