+179.4%
AMAT vs KWEB
-35.4%
+214.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -2.4% |
| 7D | +4.2% | -4.3% | +8.5% | +6.7% |
| 30D | -13.5% | -13.0% | -0.5% | -6.4% |
| 3M | -8.6% | -7.6% | -1.0% | -4.8% |
| 6M | +31.6% | -21.1% | +52.7% | +55.3% |
| YTD | +77.3% | -28.2% | +105.5% | +127.0% |
| 1Y | +179.4% | -34.9% | +214.2% | +288.3% |
| All | +179.4% | -35.4% | +214.8% | +288.3% |
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 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