+91.7%
BKNG vs KWEB
-43.1%
+134.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.8% |
| 7D | -10.7% | -4.3% | -6.4% | -9.8% |
| 30D | -18.1% | -13.0% | -5.1% | -15.6% |
| 3M | +8.5% | -7.6% | +16.1% | +10.3% |
| 6M | -0.1% | -21.1% | +21.1% | +4.8% |
| YTD | -18.2% | -28.2% | +10.0% | -12.6% |
| 1Y | -19.9% | -34.9% | +15.0% | -12.7% |
| 3Y | +41.6% | -0.8% | +42.4% | +36.8% |
| All | +91.7% | -43.1% | +134.8% | +90.3% |
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