+45.9%
CSCO vs KWEB
-34.1%
+80.0%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.5% | -3.8% | 0.0% |
| 7D | -6.1% | +5.8% | -11.8% | -6.8% |
| 30D | -8.2% | -1.0% | -7.2% | -8.0% |
| 3M | -14.6% | -15.8% | +1.3% | -12.6% |
| 6M | +12.7% | -14.9% | +27.6% | +13.8% |
| YTD | +37.0% | -28.6% | +65.6% | +46.6% |
| 1Y | +45.9% | -33.9% | +79.8% | +56.8% |
| All | +45.9% | -34.1% | +80.0% | +56.8% |
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 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