+523.7%
FAST vs KWEB
+12.8%
+510.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.3% | +0.6% |
| 7D | +5.0% | -7.5% | +12.5% | +6.3% |
| 30D | +8.6% | -7.3% | +15.9% | +9.9% |
| 3M | +6.9% | -16.8% | +23.7% | +10.1% |
| 6M | +29.6% | -21.4% | +51.0% | +34.4% |
| YTD | +41.4% | -32.7% | +74.1% | +50.2% |
| 1Y | +38.5% | -38.2% | +76.7% | +49.2% |
| 3Y | +98.7% | -4.8% | +103.6% | +94.2% |
| 5Y | +108.0% | -47.1% | +155.2% | +121.5% |
| 10Y | +549.3% | -22.4% | +571.7% | +469.5% |
| All | +523.7% | +12.8% | +510.9% | +331.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling