+33.9%
AAPL vs KWEB
-27.0%
+61.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.0% | -4.5% | -3.0% |
| 7D | +0.1% | -1.0% | +1.1% | +0.3% |
| 30D | +3.0% | -8.7% | +11.7% | +5.3% |
| 3M | +2.9% | -4.0% | +6.9% | +3.3% |
| 6M | +22.1% | -13.1% | +35.2% | +25.4% |
| YTD | +18.0% | -23.5% | +41.5% | +24.6% |
| 1Y | +33.9% | -27.2% | +61.1% | +49.1% |
| All | +33.9% | -27.0% | +61.0% | +49.1% |
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