+268.9%
AMAT vs KWEB
-44.1%
+313.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.6% | +6.6% | +4.8% |
| 7D | +7.0% | -1.3% | +8.3% | +7.4% |
| 30D | -12.2% | -11.5% | -0.7% | -8.8% |
| 3M | -3.8% | -2.9% | -0.9% | -3.4% |
| 6M | +45.9% | -14.6% | +60.6% | +52.9% |
| YTD | +84.6% | -25.5% | +110.1% | +102.4% |
| 1Y | +193.4% | -31.1% | +224.5% | +229.8% |
| 3Y | +228.1% | +3.0% | +225.1% | +218.6% |
| 5Y | +268.9% | -42.6% | +311.5% | +319.3% |
| All | +268.9% | -44.1% | +313.0% | +319.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling