+299.7%
ARM vs KWEB
-2.6%
+302.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.4% | -2.4% | -3.1% |
| 7D | +4.8% | -4.3% | +9.1% | +7.2% |
| 30D | -5.5% | -13.0% | +7.5% | +1.7% |
| 3M | -17.3% | -7.6% | -9.8% | -14.4% |
| 6M | +110.9% | -21.1% | +132.0% | +138.8% |
| YTD | +132.5% | -28.2% | +160.8% | +176.4% |
| 1Y | +64.9% | -34.9% | +99.8% | +106.9% |
| All | +299.7% | -2.6% | +302.3% | +287.6% |
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 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