+278.9%
ADP vs KWEB
-19.7%
+298.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | -2.8% | -5.6% | +2.8% | -2.0% |
| 30D | +0.2% | -10.7% | +10.9% | +1.8% |
| 3M | +20.5% | -7.4% | +27.9% | +21.7% |
| 6M | +28.8% | -19.3% | +48.1% | +32.3% |
| YTD | +6.6% | -27.8% | +34.4% | +11.2% |
| 1Y | -6.9% | -35.9% | +29.0% | -1.3% |
| 3Y | +16.1% | -1.9% | +18.1% | +13.0% |
| 5Y | +49.3% | -43.2% | +92.5% | +57.4% |
| All | +278.9% | -19.7% | +298.6% | +243.7% |
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