-6.1%
F vs KWEB
-38.6%
+32.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -3.1% | -7.8% | +4.7% | -0.2% |
| 30D | 0.0% | -6.4% | +6.5% | +2.3% |
| 3M | -13.2% | -14.6% | +1.4% | -8.1% |
| 6M | -10.2% | -25.0% | +14.8% | +1.2% |
| YTD | -4.9% | -32.7% | +27.7% | +8.8% |
| 1Y | -6.1% | -37.3% | +31.2% | +12.9% |
| All | -6.1% | -38.6% | +32.6% | +12.9% |
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