+45.0%
EEM vs KWEB
-42.7%
+87.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | -1.3% | -5.6% | +4.3% | +0.5% |
| 30D | +2.1% | -10.7% | +12.8% | +5.7% |
| 3M | +1.0% | -7.4% | +8.4% | +3.2% |
| 6M | +15.9% | -19.3% | +35.2% | +23.6% |
| YTD | +24.6% | -27.8% | +52.4% | +37.3% |
| 1Y | +32.3% | -35.9% | +68.2% | +50.9% |
| 3Y | +85.9% | -1.9% | +87.8% | +83.2% |
| All | +45.0% | -42.7% | +87.7% | +57.2% |
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