+2,569.4%
AMAT vs KWEB
+19.7%
+2,549.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -2.3% | +13.7% | +12.3% |
| 7D | -1.1% | +4.1% | -5.2% | -3.1% |
| 30D | -26.9% | -2.5% | -24.4% | -26.4% |
| 3M | -31.2% | -15.2% | -16.0% | -26.7% |
| 6M | -14.7% | -17.7% | +3.0% | -8.4% |
| YTD | +44.7% | -28.6% | +73.3% | +65.6% |
| 1Y | +62.0% | -33.8% | +95.8% | +91.5% |
| 3Y | +165.0% | +1.2% | +163.8% | +151.0% |
| 5Y | +147.1% | -39.2% | +186.3% | +171.0% |
| 10Y | +1,315.3% | -20.7% | +1,336.0% | +1,239.1% |
| All | +2,569.4% | +19.7% | +2,549.8% | +1,948.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling