+23.3%
F vs KWEB
-34.5%
+57.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.3% | -1.6% | -3.1% |
| 7D | -4.9% | -3.6% | -1.3% | -3.6% |
| 30D | -2.9% | -14.9% | +12.0% | +2.3% |
| 3M | -9.1% | -5.4% | -3.6% | -7.4% |
| 6M | +12.9% | -18.9% | +31.8% | +21.1% |
| YTD | +6.1% | -27.2% | +33.3% | +17.0% |
| All | +23.3% | -34.5% | +57.8% | +38.8% |
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