+40.6%
GLW vs KWEB
-34.1%
+74.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.5% | -10.3% | -8.4% |
| 7D | -9.5% | +5.8% | -15.3% | -12.6% |
| 30D | -25.5% | -1.0% | -24.5% | -24.9% |
| 3M | -25.6% | -15.8% | -9.8% | -16.9% |
| 6M | -25.5% | -14.9% | -10.6% | -15.3% |
| YTD | +36.4% | -28.6% | +64.9% | +69.2% |
| 1Y | +40.6% | -33.9% | +74.5% | +91.0% |
| All | +40.6% | -34.1% | +74.7% | +91.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling