+25.4%
AAPL vs KWEB
-20.7%
+46.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.4% | +4.9% | +3.9% |
| 7D | -0.5% | -4.3% | +3.8% | +0.6% |
| 30D | +7.1% | -13.0% | +20.1% | +11.0% |
| 3M | +12.1% | -7.6% | +19.7% | +12.9% |
| 6M | +25.4% | -21.1% | +46.6% | +33.2% |
| All | +25.4% | -20.7% | +46.1% | +33.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling