-27.8%
COIN vs KWEB
-42.7%
+14.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +1.4% |
| 7D | -5.1% | -5.6% | +0.5% | -1.9% |
| 30D | +17.6% | -10.7% | +28.3% | +25.1% |
| 3M | +9.2% | -7.4% | +16.7% | +13.6% |
| 6M | -11.8% | -19.3% | +7.6% | -0.8% |
| YTD | -22.5% | -27.8% | +5.3% | -6.9% |
| 1Y | -45.9% | -35.9% | -10.0% | -30.3% |
| 3Y | +117.4% | -1.9% | +119.3% | +109.5% |
| All | -27.8% | -42.7% | +14.9% | -7.4% |
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