+10,861.6%
FIX vs KWEB
+28.2%
+10,833.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.0% | -0.1% | +1.5% |
| 7D | +6.0% | -1.0% | +7.1% | +6.3% |
| 30D | -7.2% | -8.7% | +1.5% | -5.5% |
| 3M | -15.9% | -4.0% | -11.9% | -15.3% |
| 6M | +12.7% | -13.1% | +25.9% | +16.0% |
| YTD | +72.8% | -23.5% | +96.3% | +82.6% |
| 1Y | +122.9% | -27.2% | +150.0% | +138.1% |
| 3Y | +774.3% | -2.1% | +776.4% | +756.6% |
| 5Y | +2,049.5% | -40.8% | +2,090.3% | +2,175.8% |
| 10Y | +5,821.5% | -17.5% | +5,838.9% | +4,916.9% |
| All | +10,861.6% | +28.2% | +10,833.3% | +7,387.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling