+16.4%
APH vs KWEB
-34.1%
+50.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +4.5% | -10.6% | -7.8% |
| 7D | -2.4% | +5.8% | -8.2% | -4.7% |
| 30D | -9.5% | -1.0% | -8.5% | -9.0% |
| 3M | -7.6% | -15.8% | +8.2% | -0.7% |
| 6M | +12.4% | -14.9% | +27.3% | +19.5% |
| YTD | +17.5% | -28.6% | +46.1% | +41.7% |
| 1Y | +16.4% | -33.9% | +50.3% | +52.5% |
| All | +16.4% | -34.1% | +50.5% | +52.5% |
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 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