+127.8%
AAPL vs KWEB
-42.7%
+170.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +1.6% |
| 7D | +3.8% | -5.6% | +9.4% | +4.9% |
| 30D | +9.9% | -10.7% | +20.6% | +12.2% |
| 3M | +12.5% | -7.4% | +19.9% | +13.9% |
| 6M | +27.6% | -19.3% | +46.9% | +32.3% |
| YTD | +22.6% | -27.8% | +50.3% | +29.5% |
| 1Y | +45.0% | -35.9% | +80.9% | +56.4% |
| 3Y | +87.8% | -1.9% | +89.7% | +84.7% |
| All | +127.8% | -42.7% | +170.5% | +135.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling