+29.2%
DOW vs KWEB
-27.0%
+56.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -5.0% | -3.3% |
| 7D | -2.4% | -1.0% | -1.4% | -2.2% |
| 30D | +0.4% | -8.7% | +9.1% | +1.7% |
| 3M | -14.4% | -4.0% | -10.4% | -13.7% |
| 6M | -7.0% | -13.1% | +6.2% | -4.2% |
| YTD | +30.2% | -23.5% | +53.7% | +43.7% |
| 1Y | +29.2% | -27.2% | +56.4% | +51.9% |
| All | +29.2% | -27.0% | +56.2% | +51.9% |
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 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