+495.0%
FIX vs KWEB
+0.6%
+494.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.4% |
| 7D | -13.9% | +3.4% | -17.3% | -14.8% |
| 30D | -35.5% | -3.5% | -32.1% | -35.1% |
| 3M | -33.9% | -17.4% | -16.6% | -31.2% |
| 6M | -43.3% | -18.6% | -24.7% | -40.8% |
| YTD | +18.7% | -29.3% | +48.0% | +27.6% |
| 1Y | +13.8% | -35.9% | +49.7% | +24.4% |
| 3Y | +495.0% | -0.1% | +495.0% | +501.5% |
| All | +495.0% | +0.6% | +494.3% | +501.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling