+55.2%
EWT vs KWEB
-34.1%
+89.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.5% | -5.7% | -3.1% |
| 7D | -10.9% | +5.8% | -16.7% | -13.1% |
| 30D | -17.7% | -1.0% | -16.8% | -17.4% |
| 3M | -5.0% | -15.8% | +10.8% | +2.4% |
| 6M | +7.4% | -14.9% | +22.3% | +15.2% |
| YTD | +52.8% | -28.6% | +81.4% | +75.5% |
| 1Y | +55.2% | -33.9% | +89.1% | +83.3% |
| All | +55.2% | -34.1% | +89.3% | +83.3% |
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