+434.3%
ADBE vs KWEB
+22.0%
+412.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.2% |
| 7D | -8.9% | -3.6% | -5.3% | -7.9% |
| 30D | -6.6% | -14.9% | +8.3% | -1.8% |
| 3M | +7.1% | -5.4% | +12.6% | +8.9% |
| 6M | -9.8% | -18.9% | +9.1% | -4.1% |
| YTD | -27.2% | -27.2% | 0.0% | -20.2% |
| 1Y | -28.0% | -34.2% | +6.2% | -18.7% |
| 3Y | -54.5% | +0.6% | -55.1% | -57.5% |
| 5Y | -61.5% | -43.5% | -18.0% | -58.3% |
| 10Y | +156.4% | -20.6% | +177.0% | +121.9% |
| All | +434.3% | +22.0% | +412.3% | +260.8% |
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