+1,658.8%
ASX vs KWEB
+24.8%
+1,633.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.7% |
| 3M | +13.1% | -2.9% | +16.1% | +13.8% |
| 6M | +90.3% | -14.6% | +104.9% | +100.1% |
| YTD | +149.6% | -25.5% | +175.2% | +174.9% |
| 1Y | +249.2% | -31.1% | +280.3% | +294.6% |
| 3Y | +445.9% | +3.0% | +442.9% | +421.0% |
| 5Y | +477.7% | -42.6% | +520.3% | +534.1% |
| 10Y | +913.4% | -21.1% | +934.5% | +825.0% |
| All | +1,658.8% | +24.8% | +1,633.9% | +1,323.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling