+50.3%
XLE vs KWEB
-35.4%
+85.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.6% |
| 7D | +0.5% | -4.3% | +4.8% | +0.3% |
| 30D | +6.6% | -13.0% | +19.6% | +6.1% |
| 3M | +12.3% | -7.6% | +19.8% | +12.1% |
| 6M | +18.4% | -21.1% | +39.5% | +19.2% |
| YTD | +47.2% | -28.2% | +75.5% | +50.3% |
| 1Y | +50.3% | -34.9% | +85.1% | +58.4% |
| All | +50.3% | -35.4% | +85.7% | +58.4% |
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