+31.6%
FAST vs KWEB
-34.1%
+65.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.5% | -2.8% | +1.2% |
| 7D | +3.4% | +5.8% | -2.4% | +2.8% |
| 30D | +5.5% | -1.0% | +6.5% | +5.5% |
| 3M | +7.6% | -15.8% | +23.4% | +9.7% |
| 6M | +19.8% | -14.9% | +34.8% | +22.2% |
| YTD | +35.5% | -28.6% | +64.0% | +39.5% |
| 1Y | +31.6% | -33.9% | +65.5% | +37.1% |
| All | +31.6% | -34.1% | +65.7% | +37.1% |
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