+95.7%
CRH vs KWEB
-41.2%
+136.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | -5.6% | -5.1% | -0.5% | -4.6% |
| 30D | -8.4% | -8.4% | 0.0% | -6.8% |
| 3M | -16.1% | -6.6% | -9.5% | -15.1% |
| 6M | -10.2% | -18.0% | +7.8% | -6.9% |
| YTD | -27.9% | -27.4% | -0.5% | -23.6% |
| 1Y | -20.6% | -35.4% | +14.8% | -14.2% |
| 3Y | +68.9% | -1.0% | +69.9% | +66.5% |
| 5Y | +95.7% | -39.9% | +135.6% | +105.1% |
| All | +95.7% | -41.2% | +136.9% | +105.1% |
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