+258.8%
ASX vs KWEB
-35.0%
+293.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.3% |
| 7D | +5.2% | -5.6% | +10.8% | +8.3% |
| 30D | +0.5% | -10.7% | +11.2% | +6.5% |
| 3M | +8.3% | -7.4% | +15.7% | +11.9% |
| 6M | +82.0% | -19.3% | +101.4% | +105.9% |
| YTD | +147.6% | -27.8% | +175.4% | +198.7% |
| 1Y | +258.8% | -35.9% | +294.8% | +367.9% |
| All | +258.8% | -35.0% | +293.8% | +367.9% |
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