+55.3%
BE vs KWEB
-34.1%
+89.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.5% | -10.8% | -9.0% |
| 7D | -12.1% | +5.8% | -17.9% | -15.4% |
| 30D | -30.1% | -1.0% | -29.1% | -29.5% |
| 3M | -12.1% | -15.8% | +3.7% | -0.6% |
| 6M | -30.6% | -14.9% | -15.6% | -22.0% |
| YTD | +130.6% | -28.6% | +159.2% | +212.7% |
| 1Y | +55.3% | -33.9% | +89.2% | +144.2% |
| All | +55.3% | -34.1% | +89.4% | +144.2% |
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