+8.9%
CAT vs KWEB
-34.1%
+43.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.5% | -9.7% | -6.4% |
| 7D | -17.1% | +5.8% | -22.9% | -18.4% |
| 30D | -30.1% | -1.0% | -29.1% | -29.8% |
| 3M | -32.4% | -15.8% | -16.6% | -28.6% |
| 6M | -32.1% | -14.9% | -17.2% | -27.7% |
| YTD | +4.1% | -28.6% | +32.7% | +23.5% |
| 1Y | +8.9% | -33.9% | +42.8% | +33.9% |
| All | +8.9% | -34.1% | +43.0% | +33.9% |
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