+877.5%
APP vs KWEB
-2.9%
+880.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +4.0% | +3.0% |
| 7D | +48.9% | -2.7% | +51.6% | +50.9% |
| 30D | +49.4% | -4.4% | +53.8% | +52.6% |
| 3M | +27.0% | -15.7% | +42.7% | +36.5% |
| 6M | -15.4% | -20.0% | +4.6% | -7.9% |
| YTD | -39.9% | -30.5% | -9.4% | -30.5% |
| 1Y | -32.0% | -36.6% | +4.6% | -18.8% |
| All | +877.5% | -2.9% | +880.3% | +906.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling