+145.4%
ASX vs KWEB
-38.6%
+184.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | +12.4% | -7.8% | +20.2% | +15.4% |
| 30D | -19.8% | -6.4% | -13.4% | -18.1% |
| 3M | -10.3% | -14.6% | +4.3% | -4.5% |
| 6M | +1.2% | -25.0% | +26.3% | +17.9% |
| YTD | +123.0% | -32.7% | +155.7% | +169.6% |
| 1Y | +145.4% | -37.3% | +182.8% | +207.1% |
| All | +145.4% | -38.6% | +184.1% | +207.1% |
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