+273.0%
EMR vs KWEB
-19.7%
+292.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.4% |
| 7D | -0.4% | -5.6% | +5.2% | +0.8% |
| 30D | -6.8% | -10.7% | +3.9% | -4.5% |
| 3M | +7.5% | -7.4% | +14.9% | +9.0% |
| 6M | +9.9% | -19.3% | +29.2% | +14.7% |
| YTD | +16.0% | -27.8% | +43.7% | +23.9% |
| 1Y | +12.4% | -35.9% | +48.4% | +23.0% |
| 3Y | +60.2% | -1.9% | +62.2% | +58.1% |
| 5Y | +67.9% | -43.2% | +111.0% | +81.4% |
| All | +273.0% | -19.7% | +292.7% | +233.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling