-50.5%
CPNG vs KWEB
-42.7%
-7.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.8% |
| 7D | -1.1% | -5.6% | +4.5% | +1.5% |
| 30D | -7.4% | -10.7% | +3.3% | -2.4% |
| 3M | -12.3% | -7.4% | -4.9% | -9.4% |
| 6M | -19.4% | -19.3% | -0.1% | -11.8% |
| YTD | -35.9% | -27.8% | -8.2% | -26.5% |
| 1Y | -53.4% | -35.9% | -17.5% | -43.6% |
| 3Y | -20.0% | -1.9% | -18.1% | -25.9% |
| All | -50.5% | -42.7% | -7.7% | -46.8% |
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 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