+14.4%
FIX vs KWEB
-34.1%
+48.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +4.5% | -19.5% | -16.9% |
| 7D | -18.9% | +5.8% | -24.7% | -21.2% |
| 30D | -36.3% | -1.0% | -35.3% | -35.8% |
| 3M | -38.5% | -15.8% | -22.7% | -32.5% |
| 6M | -42.3% | -14.9% | -27.3% | -36.5% |
| YTD | +17.1% | -28.6% | +45.7% | +43.6% |
| 1Y | +14.4% | -33.9% | +48.3% | +54.7% |
| All | +14.4% | -34.1% | +48.5% | +54.7% |
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