+1,370.8%
AMAT vs KWEB
-21.7%
+1,392.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.6% | +1.0% |
| 7D | -2.5% | +3.4% | -5.8% | -4.2% |
| 30D | -26.5% | -3.5% | -23.0% | -25.7% |
| 3M | -28.6% | -17.4% | -11.2% | -22.9% |
| 6M | -14.2% | -18.6% | +4.3% | -7.4% |
| YTD | +45.5% | -29.3% | +74.8% | +67.8% |
| 1Y | +59.3% | -35.9% | +95.3% | +91.9% |
| 3Y | +153.1% | -0.1% | +153.1% | +140.3% |
| 5Y | +158.2% | -41.2% | +199.3% | +197.0% |
| 10Y | +1,370.8% | -18.9% | +1,389.7% | +1,222.1% |
| All | +1,370.8% | -21.7% | +1,392.5% | +1,222.1% |
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 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