+48.5%
AMZN vs KWEB
-42.7%
+91.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.3% | +1.8% |
| 7D | -0.7% | -5.6% | +4.9% | +0.7% |
| 30D | -3.9% | -10.7% | +6.7% | -1.4% |
| 3M | +6.3% | -7.4% | +13.7% | +8.3% |
| 6M | +20.8% | -19.3% | +40.1% | +26.6% |
| YTD | +11.2% | -27.8% | +39.0% | +19.4% |
| 1Y | +11.7% | -35.9% | +47.6% | +23.1% |
| 3Y | +79.4% | -1.9% | +81.4% | +75.8% |
| All | +48.5% | -42.7% | +91.3% | +52.8% |
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 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