+50.5%
COP vs KWEB
-35.0%
+85.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | +0.3% |
| 7D | +2.3% | -5.6% | +7.9% | +1.8% |
| 30D | +8.6% | -10.7% | +19.3% | +7.6% |
| 3M | +19.9% | -7.4% | +27.3% | +19.2% |
| 6M | +19.0% | -19.3% | +38.3% | +18.5% |
| YTD | +50.0% | -27.8% | +77.7% | +52.9% |
| 1Y | +50.5% | -35.9% | +86.5% | +59.7% |
| All | +50.5% | -35.0% | +85.5% | +59.7% |
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 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