+60.1%
EWZ vs KWEB
-42.3%
+102.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -1.0% |
| 7D | -0.1% | -3.6% | +3.5% | +0.6% |
| 30D | +8.2% | -14.9% | +23.1% | +11.4% |
| 3M | +13.3% | -5.4% | +18.7% | +14.3% |
| 6M | +3.6% | -18.9% | +22.5% | +7.3% |
| YTD | +21.0% | -27.2% | +48.2% | +27.8% |
| 1Y | +34.7% | -34.2% | +68.9% | +44.6% |
| 3Y | +48.3% | +0.6% | +47.7% | +46.2% |
| 5Y | +60.1% | -43.5% | +103.5% | +71.7% |
| All | +60.1% | -42.3% | +102.4% | +71.7% |
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