+6,182.4%
FIX vs KWEB
-20.2%
+6,202.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.2% |
| 7D | +0.7% | -4.3% | +5.0% | +1.5% |
| 30D | -5.7% | -13.0% | +7.3% | -3.2% |
| 3M | -7.4% | -7.6% | +0.1% | -6.2% |
| 6M | +15.1% | -21.1% | +36.2% | +20.2% |
| YTD | +70.7% | -28.2% | +98.9% | +81.6% |
| 1Y | +111.9% | -34.9% | +146.8% | +129.6% |
| 3Y | +759.5% | -0.8% | +760.3% | +744.4% |
| 5Y | +2,164.4% | -43.6% | +2,207.9% | +2,339.0% |
| All | +6,182.4% | -20.2% | +6,202.6% | +5,728.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling