+29.4%
B vs KWEB
-34.1%
+63.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.5% | +3.8% | +5.5% |
| 7D | +1.1% | +5.8% | -4.7% | -2.2% |
| 30D | +0.3% | -1.0% | +1.3% | +0.8% |
| 3M | +5.4% | -15.8% | +21.2% | +16.5% |
| 6M | +5.5% | -14.9% | +20.4% | +17.0% |
| YTD | -6.3% | -28.6% | +22.2% | +19.9% |
| 1Y | +29.4% | -33.9% | +63.3% | +85.9% |
| All | +29.4% | -34.1% | +63.5% | +85.9% |
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 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