+863.8%
ADI vs KWEB
+22.0%
+841.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.3% |
| 7D | +2.6% | -3.6% | +6.2% | +3.8% |
| 30D | -4.6% | -14.9% | +10.3% | +0.5% |
| 3M | -9.5% | -5.4% | -4.1% | -8.1% |
| 6M | +14.8% | -18.9% | +33.7% | +22.5% |
| YTD | +35.8% | -27.2% | +63.0% | +49.8% |
| 1Y | +48.9% | -34.2% | +83.2% | +69.8% |
| 3Y | +115.6% | +0.6% | +114.9% | +106.6% |
| 5Y | +135.1% | -43.5% | +178.6% | +157.3% |
| 10Y | +636.4% | -20.6% | +657.0% | +557.4% |
| All | +863.8% | +22.0% | +841.8% | +629.9% |
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