-3.6%
COST vs KWEB
-27.0%
+23.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -3.0% | -1.1% |
| 7D | -3.1% | -1.0% | -2.1% | -3.1% |
| 30D | -2.8% | -8.7% | +5.9% | -2.3% |
| 3M | -5.7% | -4.0% | -1.7% | -5.5% |
| 6M | -8.8% | -13.1% | +4.4% | -8.3% |
| YTD | +6.7% | -23.5% | +30.2% | +8.1% |
| 1Y | -3.6% | -27.2% | +23.5% | -6.0% |
| All | -3.6% | -27.0% | +23.4% | -6.0% |
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