+2,969.5%
CLS vs KWEB
+24.8%
+2,944.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.6% | +8.3% | +6.4% |
| 7D | +12.8% | -1.3% | +14.1% | +13.1% |
| 30D | +3.8% | -11.5% | +15.3% | +7.5% |
| 3M | -14.6% | -2.9% | -11.7% | -14.1% |
| 6M | +32.2% | -14.6% | +46.9% | +38.8% |
| YTD | +11.6% | -25.5% | +37.1% | +22.0% |
| 1Y | +35.1% | -31.1% | +66.1% | +51.2% |
| 3Y | +1,312.5% | +3.0% | +1,309.6% | +1,272.2% |
| 5Y | +3,542.1% | -42.6% | +3,584.7% | +3,844.3% |
| 10Y | +2,944.0% | -21.1% | +2,965.1% | +2,695.7% |
| All | +2,969.5% | +24.8% | +2,944.7% | +2,427.9% |
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 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