+146.5%
ASX vs KWEB
-34.1%
+180.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.5% | -8.4% | -5.9% |
| 7D | -14.6% | +5.8% | -20.4% | -16.8% |
| 30D | -21.1% | -1.0% | -20.1% | -20.7% |
| 3M | -3.1% | -15.8% | +12.7% | +5.5% |
| 6M | +17.4% | -14.9% | +32.3% | +27.7% |
| YTD | +135.3% | -28.6% | +163.9% | +180.2% |
| 1Y | +146.5% | -33.9% | +180.4% | +206.8% |
| All | +146.5% | -34.1% | +180.6% | +206.8% |
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 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