+3,175.7%
AMAT vs KWEB
+28.2%
+3,147.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.0% | +2.3% | +3.5% |
| 7D | -1.5% | -1.0% | -0.5% | -1.0% |
| 30D | -14.8% | -8.7% | -6.1% | -11.5% |
| 3M | -9.3% | -4.0% | -5.3% | -8.2% |
| 6M | +27.4% | -13.1% | +40.5% | +34.5% |
| YTD | +77.6% | -23.5% | +101.1% | +98.4% |
| 1Y | +188.9% | -27.2% | +216.1% | +229.9% |
| 3Y | +202.3% | -2.1% | +204.4% | +191.5% |
| 5Y | +248.9% | -40.8% | +289.7% | +290.4% |
| 10Y | +1,585.2% | -17.5% | +1,602.7% | +1,472.0% |
| All | +3,175.7% | +28.2% | +3,147.5% | +2,353.5% |
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