+7,585.5%
FIX vs KWEB
+12.8%
+7,572.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.4% | -2.1% |
| 7D | +17.0% | -7.5% | +24.5% | +18.9% |
| 30D | -30.6% | -7.3% | -23.3% | -29.7% |
| 3M | -35.0% | -16.8% | -18.2% | -32.7% |
| 6M | -44.0% | -21.4% | -22.5% | -41.3% |
| YTD | +21.1% | -32.7% | +53.9% | +31.2% |
| 1Y | +16.3% | -38.2% | +54.4% | +28.2% |
| 3Y | +507.4% | -4.8% | +512.2% | +497.3% |
| 5Y | +1,052.1% | -47.1% | +1,099.2% | +1,151.8% |
| 10Y | +3,650.8% | -22.4% | +3,673.2% | +3,085.3% |
| All | +7,585.5% | +12.8% | +7,572.7% | +5,276.8% |
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