+2,185.6%
FIX vs KWEB
-44.1%
+2,229.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.6% | +5.0% | +2.8% |
| 7D | +6.1% | -1.3% | +7.3% | +6.2% |
| 30D | -2.7% | -11.5% | +8.8% | -1.0% |
| 3M | -10.9% | -2.9% | -8.0% | -10.7% |
| 6M | +29.0% | -14.6% | +43.6% | +31.8% |
| YTD | +76.9% | -25.5% | +102.4% | +84.2% |
| 1Y | +130.7% | -31.1% | +161.8% | +142.7% |
| 3Y | +790.7% | +3.0% | +787.7% | +782.4% |
| 5Y | +2,185.6% | -42.6% | +2,228.2% | +2,320.2% |
| All | +2,185.6% | -44.1% | +2,229.6% | +2,320.2% |
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