+651.5%
ADI vs KWEB
-19.7%
+671.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +4.6% |
| 7D | +4.6% | -5.6% | +10.1% | +6.5% |
| 30D | -1.2% | -10.7% | +9.5% | +2.5% |
| 3M | -7.8% | -7.4% | -0.4% | -5.7% |
| 6M | +19.3% | -19.3% | +38.7% | +27.5% |
| YTD | +40.9% | -27.8% | +68.7% | +55.7% |
| 1Y | +54.5% | -35.9% | +90.4% | +77.5% |
| 3Y | +123.4% | -1.9% | +125.4% | +116.1% |
| 5Y | +142.3% | -43.2% | +185.5% | +169.9% |
| All | +651.5% | -19.7% | +671.2% | +558.4% |
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