+93.1%
ACN vs KWEB
-19.7%
+112.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.7% | +2.7% | +3.2% |
| 7D | -1.5% | -5.6% | +4.1% | -0.4% |
| 30D | +2.1% | -10.7% | +12.8% | +4.4% |
| 3M | +11.1% | -7.4% | +18.5% | +12.8% |
| 6M | -6.8% | -19.3% | +12.5% | -3.2% |
| YTD | -30.0% | -27.8% | -2.3% | -25.7% |
| 1Y | -23.1% | -35.9% | +12.8% | -16.5% |
| 3Y | -40.4% | -1.9% | -38.5% | -42.0% |
| 5Y | -41.6% | -43.2% | +1.6% | -37.8% |
| All | +93.1% | -19.7% | +112.8% | +84.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling