+193.6%
COP vs KWEB
-45.1%
+238.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.7% | +0.5% |
| 7D | +1.0% | -4.3% | +5.3% | +1.3% |
| 30D | +9.6% | -13.0% | +22.6% | +10.7% |
| 3M | +15.0% | -7.6% | +22.6% | +15.7% |
| 6M | +21.8% | -21.1% | +42.9% | +23.8% |
| YTD | +49.6% | -28.2% | +77.8% | +53.5% |
| 1Y | +49.9% | -34.9% | +84.7% | +55.1% |
| 3Y | +22.6% | -0.8% | +23.4% | +21.3% |
| 5Y | +193.6% | -43.6% | +237.2% | +203.4% |
| All | +193.6% | -45.1% | +238.7% | +203.4% |
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