+468.2%
ADP vs KWEB
+24.8%
+443.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -0.8% | -3.1% |
| 7D | -5.5% | -1.3% | -4.2% | -5.3% |
| 30D | -1.2% | -11.5% | +10.3% | +0.6% |
| 3M | +17.9% | -2.9% | +20.8% | +18.3% |
| 6M | +20.3% | -14.6% | +35.0% | +22.9% |
| YTD | +5.8% | -25.5% | +31.4% | +10.4% |
| 1Y | -7.7% | -31.1% | +23.4% | -2.7% |
| 3Y | +14.7% | +3.0% | +11.8% | +10.5% |
| 5Y | +45.8% | -42.6% | +88.4% | +52.1% |
| 10Y | +270.5% | -21.1% | +291.6% | +226.2% |
| All | +468.2% | +24.8% | +443.4% | +333.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling