+49.9%
XLE vs KWEB
-34.1%
+84.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +4.5% | -9.2% | -4.1% |
| 7D | -7.2% | +5.8% | -13.0% | -6.4% |
| 30D | +0.1% | -1.0% | +1.1% | +0.3% |
| 3M | +9.2% | -15.8% | +25.0% | +7.8% |
| 6M | +8.4% | -14.9% | +23.3% | +7.3% |
| YTD | +44.9% | -28.6% | +73.5% | +45.8% |
| 1Y | +49.9% | -33.9% | +83.8% | +52.3% |
| All | +49.9% | -34.1% | +84.0% | +52.3% |
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