+52.3%
EWZ vs KWEB
-43.9%
+96.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.2% |
| 7D | +0.6% | -2.7% | +3.3% | +1.1% |
| 30D | -25.5% | -4.4% | -21.1% | -24.9% |
| 3M | -4.5% | -15.7% | +11.2% | -1.6% |
| 6M | -15.3% | -20.0% | +4.7% | -12.1% |
| YTD | +3.1% | -30.5% | +33.6% | +9.7% |
| 1Y | +1.2% | -36.6% | +37.8% | +9.3% |
| 3Y | +19.3% | -1.7% | +20.9% | +18.3% |
| 5Y | +52.3% | -45.0% | +97.2% | +64.4% |
| All | +52.3% | -43.9% | +96.1% | +64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling