-8.5%
EQT vs KWEB
-33.1%
+24.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.8% | -5.4% | -3.6% |
| 7D | -6.9% | +8.6% | -15.5% | -6.8% |
| 30D | -3.2% | +0.9% | -4.1% | -3.1% |
| 3M | -0.9% | -13.2% | +12.4% | -0.7% |
| 6M | -13.0% | -13.2% | +0.2% | -12.2% |
| YTD | -4.4% | -27.3% | +22.9% | -2.0% |
| 1Y | -8.5% | -33.2% | +24.7% | -3.2% |
| All | -8.5% | -33.1% | +24.6% | -3.2% |
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 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