+39.4%
GM vs KWEB
-34.1%
+73.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.5% | +0.2% | +3.4% |
| 7D | +12.1% | +5.8% | +6.3% | +10.4% |
| 30D | +15.2% | -1.0% | +16.2% | +15.4% |
| 3M | +4.9% | -15.8% | +20.7% | +9.5% |
| 6M | +22.6% | -14.9% | +37.6% | +27.2% |
| YTD | +14.4% | -28.6% | +43.0% | +26.6% |
| 1Y | +39.4% | -33.9% | +73.3% | +57.8% |
| All | +39.4% | -34.1% | +73.5% | +57.8% |
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