+1,707.5%
AMAT vs KWEB
-22.5%
+1,729.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | +0.2% |
| 7D | +6.9% | -3.6% | +10.5% | +8.6% |
| 30D | -10.1% | -14.9% | +4.8% | -3.7% |
| 3M | -6.0% | -5.4% | -0.6% | -4.4% |
| 6M | +38.6% | -18.9% | +57.5% | +50.9% |
| YTD | +83.1% | -27.2% | +110.3% | +109.6% |
| 1Y | +188.3% | -34.2% | +222.6% | +245.4% |
| 3Y | +225.3% | +0.6% | +224.7% | +208.7% |
| 5Y | +262.0% | -43.5% | +305.4% | +327.0% |
| 10Y | +1,707.5% | -20.6% | +1,728.0% | +1,490.3% |
| All | +1,707.5% | -22.5% | +1,729.9% | +1,490.3% |
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 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