+610.7%
EWT vs KWEB
+20.3%
+590.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.2% | -2.2% |
| 7D | -1.1% | -4.3% | +3.2% | +0.1% |
| 30D | +4.8% | -13.0% | +17.8% | +8.9% |
| 3M | +11.1% | -7.6% | +18.7% | +13.3% |
| 6M | +54.6% | -21.1% | +75.8% | +64.7% |
| YTD | +71.4% | -28.2% | +99.7% | +87.3% |
| 1Y | +82.1% | -34.9% | +117.0% | +104.2% |
| 3Y | +193.2% | -0.8% | +194.0% | +185.3% |
| 5Y | +146.1% | -43.6% | +189.6% | +166.2% |
| 10Y | +505.0% | -21.7% | +526.7% | +437.3% |
| All | +610.7% | +20.3% | +590.4% | +434.9% |
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