+1.0%
XLU vs KWEB
-34.1%
+35.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.5% | -4.0% | +0.5% |
| 7D | +2.6% | +5.8% | -3.1% | +2.7% |
| 30D | +9.1% | -1.0% | +10.1% | +9.1% |
| 3M | -0.4% | -15.8% | +15.4% | -0.7% |
| 6M | -4.7% | -14.9% | +10.3% | -4.3% |
| YTD | +4.3% | -28.6% | +32.9% | +5.2% |
| 1Y | +1.0% | -33.9% | +34.9% | +2.1% |
| All | +1.0% | -34.1% | +35.1% | +2.1% |
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