+50.4%
EWZ vs KWEB
+2.7%
+47.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.6% | +4.6% | +2.7% |
| 7D | +5.6% | -1.3% | +6.9% | +5.9% |
| 30D | +9.3% | -11.5% | +20.8% | +12.8% |
| 3M | +15.7% | -2.9% | +18.6% | +16.3% |
| 6M | +7.4% | -14.6% | +22.1% | +11.7% |
| YTD | +22.7% | -25.5% | +48.2% | +32.1% |
| 1Y | +36.4% | -31.1% | +67.5% | +49.6% |
| 3Y | +50.4% | +3.0% | +47.4% | +43.6% |
| All | +50.4% | +2.7% | +47.7% | +43.6% |
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