+61.4%
AMAT vs KWEB
-34.1%
+95.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.5% | -7.7% | -5.3% |
| 7D | -11.2% | +5.8% | -17.0% | -13.6% |
| 30D | -31.9% | -1.0% | -30.9% | -31.5% |
| 3M | -32.3% | -15.8% | -16.5% | -26.0% |
| 6M | -5.4% | -14.9% | +9.5% | +4.3% |
| YTD | +44.3% | -28.6% | +72.8% | +85.9% |
| 1Y | +61.4% | -33.9% | +95.3% | +123.1% |
| All | +61.4% | -34.1% | +95.5% | +123.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling