+953.3%
ASX vs KWEB
-19.7%
+973.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.2% |
| 7D | +5.2% | -5.6% | +10.8% | +7.2% |
| 30D | +0.5% | -10.7% | +11.2% | +4.3% |
| 3M | +8.3% | -7.4% | +15.7% | +10.7% |
| 6M | +82.0% | -19.3% | +101.4% | +95.2% |
| YTD | +147.6% | -27.8% | +175.4% | +175.5% |
| 1Y | +258.8% | -35.9% | +294.8% | +315.9% |
| 3Y | +452.1% | -1.9% | +454.0% | +435.8% |
| 5Y | +441.7% | -43.2% | +484.9% | +505.3% |
| All | +953.3% | -19.7% | +973.0% | +785.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling