+14.1%
ADP vs KWEB
-1.6%
+15.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.9% |
| 7D | -5.7% | -3.6% | -2.1% | -5.5% |
| 30D | -3.1% | -14.9% | +11.8% | -2.2% |
| 3M | +15.6% | -5.4% | +21.0% | +15.9% |
| 6M | +20.8% | -18.9% | +39.7% | +22.1% |
| YTD | +4.7% | -27.2% | +32.0% | +6.6% |
| 1Y | -8.3% | -34.2% | +25.9% | -6.2% |
| All | +14.1% | -1.6% | +15.7% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling