+1,602.5%
FLEX vs KWEB
+24.8%
+1,577.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.6% | +7.0% | +5.3% |
| 7D | +7.0% | -1.3% | +8.3% | +7.4% |
| 30D | -5.8% | -11.5% | +5.7% | -1.9% |
| 3M | -24.2% | -2.9% | -21.3% | -23.9% |
| 6M | +90.8% | -14.6% | +105.4% | +101.5% |
| YTD | +89.2% | -25.5% | +114.7% | +109.4% |
| 1Y | +104.7% | -31.1% | +135.8% | +132.6% |
| 3Y | +478.1% | +3.0% | +475.1% | +454.8% |
| 5Y | +726.2% | -42.6% | +768.8% | +816.0% |
| 10Y | +1,060.6% | -21.1% | +1,081.7% | +947.8% |
| All | +1,602.5% | +24.8% | +1,577.6% | +1,203.7% |
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 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