-20.6%
BA vs KWEB
-40.8%
+20.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | 0.0% | +3.4% | -3.3% | -0.8% |
| 30D | -8.9% | -3.5% | -5.4% | -8.2% |
| 3M | -25.5% | -17.4% | -8.1% | -22.1% |
| 6M | -27.0% | -18.6% | -8.4% | -23.5% |
| YTD | -20.1% | -29.3% | +9.2% | -13.6% |
| 1Y | -11.0% | -35.9% | +24.9% | -1.5% |
| 3Y | -11.8% | -0.1% | -11.8% | -14.3% |
| 5Y | -20.6% | -41.2% | +20.5% | -10.9% |
| All | -20.6% | -40.8% | +20.2% | -10.9% |
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