+392.2%
BKNG vs KWEB
+20.3%
+371.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.9% |
| 7D | -10.7% | -4.3% | -6.4% | -9.4% |
| 30D | -18.1% | -13.0% | -5.1% | -14.6% |
| 3M | +8.5% | -7.6% | +16.1% | +11.0% |
| 6M | -0.1% | -21.1% | +21.1% | +6.8% |
| YTD | -18.2% | -28.2% | +10.0% | -10.3% |
| 1Y | -19.9% | -34.9% | +15.0% | -9.7% |
| 3Y | +41.6% | -0.8% | +42.4% | +34.3% |
| 5Y | +93.1% | -43.6% | +136.7% | +106.8% |
| 10Y | +214.8% | -21.7% | +236.5% | +156.5% |
| All | +392.2% | +20.3% | +371.9% | +235.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling