+409.4%
GE vs KWEB
-42.7%
+452.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.3% |
| 7D | -4.0% | -5.6% | +1.6% | -3.1% |
| 30D | -11.4% | -10.7% | -0.7% | -9.9% |
| 3M | -2.6% | -7.4% | +4.8% | -1.6% |
| 6M | -0.3% | -19.3% | +19.0% | +2.8% |
| YTD | +5.4% | -27.8% | +33.1% | +10.4% |
| 1Y | +15.5% | -35.9% | +51.5% | +23.0% |
| 3Y | +260.8% | -1.9% | +262.7% | +255.2% |
| All | +409.4% | -42.7% | +452.1% | +420.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling