+358.3%
DELL vs KWEB
-35.0%
+393.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +11.7% |
| 7D | +8.2% | -5.6% | +13.8% | +10.3% |
| 30D | +17.1% | -10.7% | +27.8% | +21.4% |
| 3M | +45.2% | -7.4% | +52.6% | +47.8% |
| 6M | +286.8% | -19.3% | +306.1% | +320.5% |
| YTD | +354.8% | -27.8% | +382.5% | +426.0% |
| 1Y | +358.3% | -35.9% | +394.2% | +471.8% |
| All | +358.3% | -35.0% | +393.2% | +471.8% |
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