+9.7%
AMZN vs KWEB
-27.0%
+36.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -1.0% |
| 7D | -3.0% | -1.0% | -1.9% | -2.6% |
| 30D | -5.2% | -8.7% | +3.5% | -1.6% |
| 3M | +1.9% | -4.0% | +5.8% | +3.6% |
| 6M | +19.2% | -13.1% | +32.4% | +25.3% |
| YTD | +12.0% | -23.5% | +35.5% | +22.9% |
| 1Y | +9.7% | -27.2% | +36.8% | +22.9% |
| All | +9.7% | -27.0% | +36.7% | +22.9% |
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