+30.2%
DIS vs KWEB
-1.6%
+31.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.4% | -0.5% |
| 7D | -3.5% | -3.6% | +0.1% | -3.0% |
| 30D | +1.0% | -14.9% | +15.9% | +3.5% |
| 3M | +5.7% | -5.4% | +11.1% | +6.5% |
| 6M | +3.3% | -18.9% | +22.1% | +6.4% |
| YTD | -7.7% | -27.2% | +19.5% | -3.5% |
| 1Y | -10.0% | -34.2% | +24.3% | -4.5% |
| All | +30.2% | -1.6% | +31.8% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling