+1,049.0%
FIX vs KWEB
-40.8%
+1,089.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.5% |
| 7D | -13.9% | +3.4% | -17.3% | -14.5% |
| 30D | -35.5% | -3.5% | -32.1% | -35.3% |
| 3M | -33.9% | -17.4% | -16.6% | -32.2% |
| 6M | -43.3% | -18.6% | -24.7% | -41.7% |
| YTD | +18.7% | -29.3% | +48.0% | +24.4% |
| 1Y | +13.8% | -35.9% | +49.7% | +20.8% |
| 3Y | +495.0% | -0.1% | +495.0% | +491.2% |
| 5Y | +1,049.0% | -41.2% | +1,090.2% | +1,183.4% |
| All | +1,049.0% | -40.8% | +1,089.9% | +1,183.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling