+465.5%
ASX vs KWEB
-44.3%
+509.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.3% | +5.8% | +4.2% |
| 7D | +11.1% | -3.6% | +14.7% | +12.2% |
| 30D | +9.6% | -14.9% | +24.5% | +14.6% |
| 3M | +18.6% | -5.4% | +24.0% | +20.1% |
| 6M | +92.1% | -18.9% | +111.0% | +103.4% |
| YTD | +158.5% | -27.2% | +185.7% | +182.2% |
| 1Y | +271.9% | -34.2% | +306.1% | +317.6% |
| 3Y | +465.2% | +0.6% | +464.6% | +451.9% |
| All | +465.5% | -44.3% | +509.8% | +497.5% |
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