+21.3%
KWEB price history and return analytics
+287.1%
-265.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -1.5% |
| 7D | -3.6% | -0.1% | -3.4% | -3.4% |
| 30D | -14.9% | -0.7% | -14.2% | -14.2% |
| 3M | -5.4% | +4.0% | -9.4% | -10.3% |
| 6M | -18.9% | +12.3% | -31.2% | -30.0% |
| YTD | -27.2% | +14.0% | -41.3% | -38.3% |
| 1Y | -34.2% | +20.3% | -54.5% | -47.8% |
| 3Y | +0.6% | +75.4% | -74.8% | -49.9% |
| 5Y | -43.5% | +66.0% | -109.4% | -68.8% |
| 10Y | -20.6% | +228.2% | -248.8% | -79.7% |
| All | +21.3% | +287.1% | -265.9% | -74.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling