+27.4%
WMT vs KWEB
-34.1%
+61.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.5% | -1.0% | +3.2% |
| 7D | +8.8% | +5.8% | +3.0% | +8.5% |
| 30D | +22.9% | -1.0% | +23.9% | +22.8% |
| 3M | +16.1% | -15.8% | +31.9% | +16.2% |
| 6M | -0.5% | -14.9% | +14.5% | -0.1% |
| YTD | +16.7% | -28.6% | +45.3% | +15.8% |
| 1Y | +27.4% | -33.9% | +61.3% | +20.8% |
| All | +27.4% | -34.1% | +61.5% | +20.8% |
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