+251.7%
CB vs KWEB
-21.5%
+273.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +2.9% | -7.8% | +10.8% | +3.6% |
| 30D | +7.3% | -6.4% | +13.8% | +7.8% |
| 3M | +9.4% | -14.6% | +24.0% | +10.7% |
| 6M | +19.6% | -25.0% | +44.7% | +22.1% |
| YTD | +21.5% | -32.7% | +54.1% | +24.9% |
| 1Y | +28.0% | -37.3% | +65.3% | +32.4% |
| 3Y | +74.9% | -5.9% | +80.8% | +72.2% |
| 5Y | +108.1% | -47.1% | +155.2% | +116.6% |
| All | +251.7% | -21.5% | +273.2% | +241.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling