+79.3%
ADI vs KWEB
-34.1%
+113.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.5% | -7.7% | -4.6% |
| 7D | -5.1% | +5.8% | -10.9% | -6.9% |
| 30D | -3.1% | -1.0% | -2.1% | -2.7% |
| 3M | +7.1% | -15.8% | +23.0% | +13.9% |
| 6M | +2.9% | -14.9% | +17.9% | +9.5% |
| YTD | +51.1% | -28.6% | +79.7% | +68.0% |
| 1Y | +79.3% | -33.9% | +113.2% | +113.1% |
| All | +79.3% | -34.1% | +113.4% | +113.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling