+40.2%
APH vs KWEB
-33.5%
+73.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.4% |
| 7D | +1.6% | -3.6% | +5.2% | +3.1% |
| 30D | -3.0% | -14.9% | +11.9% | +3.4% |
| 3M | +5.7% | -5.4% | +11.2% | +7.7% |
| 6M | +20.0% | -18.9% | +38.8% | +31.6% |
| YTD | +20.8% | -27.2% | +48.0% | +40.9% |
| 1Y | +40.2% | -34.2% | +74.5% | +73.3% |
| All | +40.2% | -33.5% | +73.8% | +73.3% |
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