+267.5%
ASX vs KWEB
-27.0%
+294.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -0.9% |
| 7D | -0.7% | -1.0% | +0.3% | -0.2% |
| 30D | +2.0% | -8.7% | +10.7% | +7.0% |
| 3M | -1.3% | -4.0% | +2.6% | +0.7% |
| 6M | +71.4% | -13.1% | +84.6% | +85.9% |
| YTD | +135.3% | -23.5% | +158.8% | +174.6% |
| 1Y | +267.5% | -27.2% | +294.6% | +363.7% |
| All | +267.5% | -27.0% | +294.5% | +363.7% |
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