+33.6%
EQT vs KWEB
-2.3%
+35.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.7% |
| 7D | -2.0% | -5.6% | +3.6% | -1.2% |
| 30D | 0.0% | -10.7% | +10.7% | +1.6% |
| 3M | +5.9% | -7.4% | +13.4% | +6.9% |
| 6M | -14.8% | -19.3% | +4.5% | -12.2% |
| YTD | +1.8% | -27.8% | +29.5% | +6.6% |
| 1Y | +7.4% | -35.9% | +43.3% | +14.7% |
| 3Y | +33.6% | -1.9% | +35.6% | +31.1% |
| All | +33.6% | -2.3% | +35.9% | +31.1% |
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 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