+269.3%
C vs KWEB
+0.7%
+268.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | -0.2% |
| 7D | +3.2% | -1.3% | +4.5% | +3.4% |
| 30D | +1.3% | -11.5% | +12.8% | +3.8% |
| 3M | +3.1% | -2.9% | +6.0% | +3.5% |
| 6M | +29.6% | -14.6% | +44.3% | +33.5% |
| YTD | +19.0% | -25.5% | +44.5% | +25.9% |
| 1Y | +45.6% | -31.1% | +76.7% | +56.3% |
| All | +269.3% | +0.7% | +268.5% | +265.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling