+27.4%
EQT vs KWEB
+20.3%
+7.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.9% |
| 7D | -1.2% | -4.3% | +3.1% | -0.3% |
| 30D | +1.1% | -13.0% | +14.1% | +3.9% |
| 3M | +4.8% | -7.6% | +12.4% | +6.2% |
| 6M | -10.6% | -21.1% | +10.6% | -6.7% |
| YTD | +3.4% | -28.2% | +31.7% | +9.9% |
| 1Y | +8.7% | -34.9% | +43.5% | +17.6% |
| 3Y | +35.0% | -0.8% | +35.7% | +30.5% |
| 5Y | +204.2% | -43.6% | +247.8% | +220.5% |
| 10Y | +52.5% | -21.7% | +74.1% | +37.7% |
| All | +27.4% | +20.3% | +7.1% | +2.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling