+24.3%
XLP vs KWEB
-34.1%
+58.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.5% | -1.1% | +3.1% |
| 7D | +5.9% | +5.8% | +0.1% | +5.6% |
| 30D | +13.5% | -1.0% | +14.4% | +13.4% |
| 3M | +8.4% | -15.8% | +24.2% | +9.0% |
| 6M | +11.5% | -14.9% | +26.5% | +12.2% |
| YTD | +20.6% | -28.6% | +49.2% | +20.7% |
| 1Y | +24.3% | -33.9% | +58.2% | +23.1% |
| All | +24.3% | -34.1% | +58.4% | +23.1% |
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