-18.1%
WDAY vs KWEB
-35.0%
+16.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.3% | +0.2% |
| 7D | -5.2% | -5.6% | +0.4% | -4.3% |
| 30D | +5.9% | -10.7% | +16.6% | +7.7% |
| 3M | +42.3% | -7.4% | +49.7% | +43.3% |
| 6M | +34.7% | -19.3% | +54.0% | +36.9% |
| YTD | -13.5% | -27.8% | +14.2% | -9.6% |
| 1Y | -18.1% | -35.9% | +17.9% | -11.3% |
| All | -18.1% | -35.0% | +16.9% | -11.3% |
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