+14.7%
FXI vs KWEB
-19.7%
+34.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.2% | 0.0% |
| 7D | -3.9% | -5.6% | +1.7% | -0.4% |
| 30D | -2.1% | -10.7% | +8.6% | +4.9% |
| 3M | -0.5% | -7.4% | +7.0% | +4.2% |
| 6M | -4.5% | -19.3% | +14.8% | +8.4% |
| YTD | -9.2% | -27.8% | +18.5% | +10.2% |
| 1Y | -13.8% | -35.9% | +22.2% | +12.5% |
| 3Y | +36.6% | -1.9% | +38.5% | +37.4% |
| 5Y | -6.7% | -43.2% | +36.5% | +18.6% |
| All | +14.7% | -19.7% | +34.4% | +15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling