+56.2%
EMR vs KWEB
-2.9%
+59.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -0.9% |
| 7D | -1.2% | -4.3% | +3.1% | -0.1% |
| 30D | -9.4% | -13.0% | +3.6% | -6.0% |
| 3M | +8.6% | -7.6% | +16.1% | +10.6% |
| 6M | +6.7% | -21.1% | +27.8% | +13.4% |
| YTD | +13.1% | -28.2% | +41.3% | +23.1% |
| 1Y | +12.7% | -34.9% | +47.6% | +25.7% |
| All | +56.2% | -2.9% | +59.1% | +59.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling