+69.4%
EMR vs KWEB
-42.7%
+112.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.5% |
| 7D | -0.4% | -5.6% | +5.2% | +0.5% |
| 30D | -6.8% | -10.7% | +3.9% | -5.1% |
| 3M | +7.5% | -7.4% | +14.9% | +8.6% |
| 6M | +9.9% | -19.3% | +29.2% | +13.4% |
| YTD | +16.0% | -27.8% | +43.7% | +21.8% |
| 1Y | +12.4% | -35.9% | +48.4% | +20.1% |
| 3Y | +60.2% | -1.9% | +62.2% | +60.4% |
| All | +69.4% | -42.7% | +112.2% | +73.9% |
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 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