+45.6%
EXC vs KWEB
-45.1%
+90.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.7% |
| 7D | -1.6% | -4.3% | +2.7% | -1.6% |
| 30D | -2.4% | -13.0% | +10.6% | -2.2% |
| 3M | -4.0% | -7.6% | +3.6% | -3.9% |
| 6M | -9.8% | -21.1% | +11.4% | -9.5% |
| YTD | +2.3% | -28.2% | +30.5% | +2.7% |
| 1Y | +3.8% | -34.9% | +38.7% | +4.4% |
| 3Y | +19.7% | -0.8% | +20.5% | +19.0% |
| 5Y | +45.6% | -43.6% | +89.2% | +45.2% |
| All | +45.6% | -45.1% | +90.7% | +45.2% |
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