-0.3%
BA vs KWEB
-44.1%
+43.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | -0.1% |
| 7D | +2.5% | -1.3% | +3.7% | +2.8% |
| 30D | -10.1% | -11.5% | +1.4% | -7.5% |
| 3M | -2.4% | -2.9% | +0.5% | -1.9% |
| 6M | -8.8% | -14.6% | +5.8% | -5.5% |
| YTD | -2.9% | -25.5% | +22.6% | +3.7% |
| 1Y | -8.8% | -31.1% | +22.3% | -0.9% |
| 3Y | -0.3% | +3.0% | -3.2% | -3.6% |
| 5Y | -0.3% | -42.6% | +42.3% | +6.6% |
| All | -0.3% | -44.1% | +43.8% | +6.6% |
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