+7.0%
WMT vs KWEB
-27.0%
+34.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -1.2% |
| 7D | +3.9% | -1.0% | +5.0% | +4.0% |
| 30D | -4.4% | -8.7% | +4.3% | -4.3% |
| 3M | -8.8% | -4.0% | -4.8% | -8.6% |
| 6M | -15.6% | -13.1% | -2.5% | -15.5% |
| YTD | -3.2% | -23.5% | +20.3% | -3.9% |
| 1Y | +7.0% | -27.2% | +34.2% | +3.7% |
| All | +7.0% | -27.0% | +34.1% | +3.7% |
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 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