+807.4%
FIX vs KWEB
-2.3%
+809.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.7% | +5.6% | +6.1% |
| 7D | +5.0% | -5.6% | +10.6% | +6.4% |
| 30D | -2.7% | -10.7% | +8.0% | -0.1% |
| 3M | -8.2% | -7.4% | -0.8% | -6.8% |
| 6M | +20.3% | -19.3% | +39.6% | +26.3% |
| YTD | +81.4% | -27.8% | +109.2% | +95.1% |
| 1Y | +121.5% | -35.9% | +157.4% | +143.5% |
| 3Y | +807.4% | -1.9% | +809.4% | +810.7% |
| All | +807.4% | -2.3% | +809.7% | +810.7% |
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 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