+1,145.9%
DELL vs KWEB
-42.7%
+1,188.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +11.8% |
| 7D | +8.2% | -5.6% | +13.8% | +9.5% |
| 30D | +17.1% | -10.7% | +27.8% | +19.7% |
| 3M | +45.2% | -7.4% | +52.6% | +46.9% |
| 6M | +286.8% | -19.3% | +306.1% | +302.4% |
| YTD | +354.8% | -27.8% | +382.5% | +383.9% |
| 1Y | +358.3% | -35.9% | +394.2% | +399.6% |
| 3Y | +724.9% | -1.9% | +726.8% | +719.1% |
| All | +1,145.9% | -42.7% | +1,188.7% | +1,198.4% |
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