+352.5%
APH vs KWEB
-42.3%
+394.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.1% |
| 7D | +1.6% | -3.6% | +5.2% | +2.3% |
| 30D | -3.0% | -14.9% | +11.9% | -0.3% |
| 3M | +5.7% | -5.4% | +11.2% | +6.6% |
| 6M | +20.0% | -18.9% | +38.8% | +24.1% |
| YTD | +20.8% | -27.2% | +48.0% | +27.3% |
| 1Y | +40.2% | -34.2% | +74.5% | +50.1% |
| 3Y | +288.1% | +0.6% | +287.5% | +282.1% |
| 5Y | +352.5% | -43.5% | +396.0% | +368.0% |
| All | +352.5% | -42.3% | +394.9% | +368.0% |
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 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