-1.6%
XLY vs KWEB
-33.1%
+31.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.8% | -5.6% | -4.4% |
| 7D | +1.2% | +8.6% | -7.4% | -1.3% |
| 30D | +5.3% | +0.9% | +4.4% | +4.8% |
| 3M | -0.6% | -13.2% | +12.6% | +3.4% |
| 6M | +0.1% | -13.2% | +13.3% | +3.7% |
| YTD | -0.9% | -27.3% | +26.4% | +7.4% |
| 1Y | -1.6% | -33.2% | +31.6% | +10.7% |
| All | -1.6% | -33.1% | +31.5% | +10.7% |
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