+2,240.6%
AAPL vs KWEB
+20.3%
+2,220.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.4% | +4.9% | +3.9% |
| 7D | -0.5% | -4.3% | +3.8% | +0.7% |
| 30D | +7.1% | -13.0% | +20.1% | +11.2% |
| 3M | +12.1% | -7.6% | +19.7% | +14.3% |
| 6M | +25.4% | -21.1% | +46.6% | +33.2% |
| YTD | +20.5% | -28.2% | +48.7% | +31.1% |
| 1Y | +44.5% | -34.9% | +79.4% | +61.3% |
| 3Y | +85.8% | -0.8% | +86.5% | +78.4% |
| 5Y | +124.8% | -43.6% | +168.3% | +141.5% |
| 10Y | +1,284.7% | -21.7% | +1,306.4% | +1,169.5% |
| All | +2,240.6% | +20.3% | +2,220.3% | +1,847.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling