-23.6%
DIS vs KWEB
-46.3%
+22.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -0.6% |
| 7D | +0.9% | -7.5% | +8.3% | +2.3% |
| 30D | +8.9% | -7.3% | +16.2% | +10.4% |
| 3M | +14.5% | -16.8% | +31.4% | +18.4% |
| 6M | +12.2% | -21.4% | +33.6% | +16.9% |
| YTD | +4.7% | -32.7% | +37.4% | +12.2% |
| 1Y | +2.8% | -38.2% | +41.0% | +11.9% |
| 3Y | +38.1% | -4.8% | +43.0% | +35.4% |
| 5Y | -23.6% | -47.1% | +23.5% | -14.7% |
| All | -23.6% | -46.3% | +22.7% | -14.7% |
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 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