+138.3%
ADI vs KWEB
-42.7%
+181.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +4.7% |
| 7D | +4.6% | -5.6% | +10.1% | +6.0% |
| 30D | -1.2% | -10.7% | +9.5% | +1.5% |
| 3M | -7.8% | -7.4% | -0.4% | -6.3% |
| 6M | +19.3% | -19.3% | +38.7% | +25.3% |
| YTD | +40.9% | -27.8% | +68.7% | +51.6% |
| 1Y | +54.5% | -35.9% | +90.4% | +71.0% |
| 3Y | +123.4% | -1.9% | +125.4% | +120.2% |
| All | +138.3% | -42.7% | +181.0% | +148.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling