+106.8%
FAST vs KWEB
-44.1%
+150.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | -0.2% |
| 7D | +1.3% | -1.3% | +2.6% | +1.4% |
| 30D | -4.7% | -11.5% | +6.8% | -3.9% |
| 3M | +7.9% | -2.9% | +10.8% | +8.1% |
| 6M | +7.4% | -14.6% | +22.1% | +8.6% |
| YTD | +25.1% | -25.5% | +50.6% | +27.7% |
| 1Y | +4.7% | -31.1% | +35.8% | +7.4% |
| 3Y | +94.7% | +3.0% | +91.7% | +92.5% |
| 5Y | +106.8% | -42.6% | +149.4% | +105.0% |
| All | +106.8% | -44.1% | +150.8% | +105.0% |
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