+3,616.8%
CLS vs KWEB
-45.1%
+3,661.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.1% |
| 7D | +5.0% | -4.3% | +9.3% | +6.2% |
| 30D | +4.8% | -13.0% | +17.8% | +8.6% |
| 3M | -10.4% | -7.6% | -2.8% | -8.7% |
| 6M | +20.8% | -21.1% | +41.9% | +28.7% |
| YTD | +10.0% | -28.2% | +38.2% | +20.0% |
| 1Y | +28.5% | -34.9% | +63.4% | +43.8% |
| 3Y | +1,292.2% | -0.8% | +1,293.0% | +1,287.0% |
| 5Y | +3,616.8% | -43.6% | +3,660.4% | +3,859.7% |
| All | +3,616.8% | -45.1% | +3,661.9% | +3,859.7% |
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