+47.1%
EQT vs KWEB
-19.7%
+66.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.7% |
| 7D | -2.0% | -5.6% | +3.6% | -0.9% |
| 30D | 0.0% | -10.7% | +10.7% | +2.1% |
| 3M | +5.9% | -7.4% | +13.4% | +7.2% |
| 6M | -14.8% | -19.3% | +4.5% | -11.6% |
| YTD | +1.8% | -27.8% | +29.5% | +7.7% |
| 1Y | +7.4% | -35.9% | +43.3% | +16.2% |
| 3Y | +33.6% | -1.9% | +35.6% | +29.8% |
| 5Y | +199.3% | -43.2% | +242.5% | +218.8% |
| All | +47.1% | -19.7% | +66.8% | +34.1% |
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