+445.9%
ASX vs KWEB
+2.7%
+443.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.6% | +8.7% | +7.0% |
| 7D | +6.3% | -1.3% | +7.6% | +6.7% |
| 30D | +6.4% | -11.5% | +17.9% | +10.8% |
| 3M | +13.1% | -2.9% | +16.1% | +13.7% |
| 6M | +90.3% | -14.6% | +104.9% | +100.3% |
| YTD | +149.6% | -25.5% | +175.2% | +174.8% |
| 1Y | +249.2% | -31.1% | +280.3% | +294.0% |
| 3Y | +445.9% | +3.0% | +442.9% | +429.2% |
| All | +445.9% | +2.7% | +443.2% | +429.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling