+1,552.0%
AMZN vs KWEB
+22.0%
+1,530.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.0% |
| 7D | -1.0% | -3.6% | +2.6% | +0.2% |
| 30D | -9.2% | -14.9% | +5.7% | -4.3% |
| 3M | +3.4% | -5.4% | +8.8% | +5.3% |
| 6M | +18.2% | -18.9% | +37.1% | +26.2% |
| YTD | +9.3% | -27.2% | +36.6% | +20.6% |
| 1Y | +5.9% | -34.2% | +40.2% | +20.6% |
| 3Y | +82.6% | +0.6% | +82.0% | +73.6% |
| 5Y | +44.9% | -43.5% | +88.4% | +58.1% |
| 10Y | +564.1% | -20.6% | +584.7% | +465.0% |
| All | +1,552.0% | +22.0% | +1,530.0% | +1,023.0% |
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