-16.3%
AMAT vs KWEB
-17.7%
+1.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -2.3% | +13.7% | +11.1% |
| 7D | -1.1% | +4.1% | -5.2% | -1.2% |
| 30D | -26.9% | -2.5% | -24.4% | -26.6% |
| 3M | -31.2% | -15.2% | -16.0% | -30.9% |
| All | -16.3% | -17.7% | +1.4% | -7.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling