+36.6%
FXI vs KWEB
-2.3%
+38.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.2% | -0.1% |
| 7D | -3.9% | -5.6% | +1.7% | +0.3% |
| 30D | -2.1% | -10.7% | +8.6% | +6.5% |
| 3M | -0.5% | -7.4% | +7.0% | +5.1% |
| 6M | -4.5% | -19.3% | +14.8% | +11.5% |
| YTD | -9.2% | -27.8% | +18.5% | +15.1% |
| 1Y | -13.8% | -35.9% | +22.2% | +19.7% |
| 3Y | +36.6% | -1.9% | +38.5% | +32.5% |
| All | +36.6% | -2.3% | +38.9% | +32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling