+319.1%
DELL vs KWEB
-27.0%
+346.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +0.9% |
| 7D | +14.9% | -1.0% | +15.9% | +15.2% |
| 30D | +13.3% | -8.7% | +22.0% | +16.6% |
| 3M | +24.4% | -4.0% | +28.4% | +25.7% |
| 6M | +258.0% | -13.1% | +271.1% | +276.6% |
| YTD | +320.2% | -23.5% | +343.7% | +372.5% |
| 1Y | +319.1% | -27.2% | +346.2% | +412.7% |
| All | +319.1% | -27.0% | +346.1% | +412.7% |
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