+10.9%
CMG vs KWEB
-34.1%
+45.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.5% | +1.4% | +5.3% |
| 7D | +22.5% | +5.8% | +16.7% | +21.8% |
| 30D | +14.1% | -1.0% | +15.1% | +14.0% |
| 3M | +4.1% | -15.8% | +19.9% | +5.7% |
| 6M | +10.1% | -14.9% | +25.0% | +12.0% |
| YTD | -4.9% | -28.6% | +23.7% | +3.3% |
| 1Y | +10.9% | -33.9% | +44.8% | +21.8% |
| All | +10.9% | -34.1% | +45.0% | +21.8% |
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 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