+21.9%
FIX vs KWEB
-37.0%
+58.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.6% | +6.7% | +5.6% |
| 7D | +6.4% | -2.7% | +9.1% | +7.1% |
| 30D | -29.1% | -4.4% | -24.7% | -27.8% |
| 3M | -31.1% | -15.7% | -15.4% | -25.1% |
| 6M | -42.8% | -20.0% | -22.8% | -34.6% |
| YTD | +24.6% | -30.5% | +55.1% | +53.5% |
| 1Y | +21.9% | -36.6% | +58.5% | +70.3% |
| All | +21.9% | -37.0% | +58.9% | +70.3% |
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