+198.1%
ACN vs KWEB
+22.0%
+176.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.3% |
| 7D | -6.3% | -3.6% | -2.8% | -5.6% |
| 30D | -1.4% | -14.9% | +13.5% | +2.0% |
| 3M | +2.6% | -5.4% | +8.0% | +3.7% |
| 6M | -14.3% | -18.9% | +4.6% | -10.8% |
| YTD | -33.1% | -27.2% | -5.9% | -28.9% |
| 1Y | -28.8% | -34.2% | +5.4% | -22.8% |
| 3Y | -43.0% | +0.6% | -43.6% | -44.9% |
| 5Y | -44.0% | -43.5% | -0.5% | -40.9% |
| 10Y | +88.5% | -20.6% | +109.1% | +68.9% |
| All | +198.1% | +22.0% | +176.1% | +145.3% |
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