+8.1%
EWZ vs KWEB
-34.1%
+42.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.5% | -2.8% | +0.2% |
| 7D | -4.1% | +5.8% | -9.9% | -5.8% |
| 30D | -25.0% | -1.0% | -24.0% | -24.7% |
| 3M | -10.6% | -15.8% | +5.2% | -6.1% |
| 6M | -16.6% | -14.9% | -1.7% | -12.6% |
| YTD | +2.5% | -28.6% | +31.1% | +14.5% |
| 1Y | +8.1% | -33.9% | +42.0% | +22.4% |
| All | +8.1% | -34.1% | +42.2% | +22.4% |
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 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