+1,391.6%
GLW vs KWEB
+24.8%
+1,366.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -2.6% | +10.2% | +8.3% |
| 7D | +14.0% | -1.3% | +15.3% | +14.4% |
| 30D | +0.4% | -11.5% | +11.9% | +3.5% |
| 3M | -11.3% | -2.9% | -8.4% | -11.0% |
| 6M | +35.1% | -14.6% | +49.7% | +40.8% |
| YTD | +90.5% | -25.5% | +116.1% | +105.5% |
| 1Y | +132.0% | -31.1% | +163.1% | +155.2% |
| 3Y | +463.3% | +3.0% | +460.3% | +441.4% |
| 5Y | +382.5% | -42.6% | +425.1% | +419.5% |
| 10Y | +837.6% | -21.1% | +858.8% | +734.2% |
| All | +1,391.6% | +24.8% | +1,366.7% | +1,034.6% |
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 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