+51.9%
DOW vs KWEB
-34.1%
+86.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.5% | -7.7% | -2.8% |
| 7D | -4.2% | +5.8% | -10.0% | -3.6% |
| 30D | +14.7% | -1.0% | +15.7% | +14.8% |
| 3M | +9.1% | -15.8% | +24.9% | +8.4% |
| 6M | -17.7% | -14.9% | -2.7% | -17.7% |
| YTD | +44.6% | -28.6% | +73.2% | +52.0% |
| 1Y | +51.9% | -33.9% | +85.8% | +65.5% |
| All | +51.9% | -34.1% | +86.0% | +65.5% |
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