+498.2%
ASX vs KWEB
-46.3%
+544.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.8% | -3.1% |
| 7D | +22.1% | -7.5% | +29.6% | +24.7% |
| 30D | -23.8% | -7.3% | -16.4% | -22.3% |
| 3M | -7.6% | -16.8% | +9.2% | -3.0% |
| 6M | +6.9% | -21.4% | +28.3% | +13.8% |
| YTD | +127.7% | -32.7% | +160.4% | +153.6% |
| 1Y | +144.5% | -38.2% | +182.7% | +179.0% |
| 3Y | +377.8% | -4.8% | +382.6% | +372.8% |
| 5Y | +498.2% | -47.1% | +545.4% | +553.9% |
| All | +498.2% | -46.3% | +544.6% | +553.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling