+128.1%
FIX vs KWEB
-33.5%
+161.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -0.8% |
| 7D | +3.5% | -3.6% | +7.1% | +5.5% |
| 30D | -3.5% | -14.9% | +11.4% | +5.3% |
| 3M | -11.8% | -5.4% | -6.4% | -9.8% |
| 6M | +17.8% | -18.9% | +36.7% | +33.9% |
| YTD | +73.3% | -27.2% | +100.5% | +110.6% |
| 1Y | +128.1% | -34.2% | +162.3% | +201.1% |
| All | +128.1% | -33.5% | +161.6% | +201.1% |
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