-22.5%
KWEB price history and return analytics
+229.8%
-252.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.4% |
| 7D | -5.6% | -1.1% | -4.5% | -4.2% |
| 30D | -10.7% | -1.0% | -9.7% | -9.6% |
| 3M | -7.4% | +3.2% | -10.6% | -11.2% |
| 6M | -19.3% | +12.5% | -31.8% | -30.6% |
| YTD | -27.8% | +14.1% | -41.8% | -38.8% |
| 1Y | -35.9% | +18.9% | -54.8% | -48.4% |
| 3Y | -1.9% | +74.1% | -76.0% | -50.8% |
| 5Y | -43.2% | +66.9% | -110.0% | -69.0% |
| All | -22.5% | +229.8% | -252.3% | -80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling