+86.1%
ARM vs KWEB
-27.0%
+113.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.0% | +1.9% | +2.3% |
| 7D | +5.5% | -1.0% | +6.5% | +6.3% |
| 30D | -8.2% | -8.7% | +0.5% | -1.3% |
| 3M | -35.9% | -4.0% | -31.9% | -34.2% |
| 6M | +103.1% | -13.1% | +116.3% | +127.9% |
| YTD | +130.6% | -23.5% | +154.1% | +187.9% |
| 1Y | +86.1% | -27.2% | +113.2% | +152.6% |
| All | +86.1% | -27.0% | +113.1% | +152.6% |
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