+66.0%
AMAT vs KWEB
-38.8%
+104.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.2% | -0.4% | -2.4% |
| 7D | +19.3% | -7.5% | +26.8% | +22.6% |
| 30D | -17.9% | -7.3% | -10.6% | -15.6% |
| 3M | -30.4% | -16.8% | -13.6% | -24.4% |
| 6M | -11.4% | -21.4% | +10.0% | +1.1% |
| YTD | +48.8% | -32.7% | +81.5% | +95.3% |
| 1Y | +66.0% | -38.2% | +104.2% | +134.0% |
| All | +66.0% | -38.8% | +104.8% | +134.0% |
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