+136.0%
GOOG vs KWEB
-42.7%
+178.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.9% | +1.4% |
| 7D | 0.0% | -5.6% | +5.6% | +1.2% |
| 30D | -2.0% | -10.7% | +8.7% | +0.3% |
| 3M | -5.9% | -7.4% | +1.6% | -4.3% |
| 6M | +8.9% | -19.3% | +28.2% | +13.7% |
| YTD | +7.1% | -27.8% | +34.9% | +14.1% |
| 1Y | +39.7% | -35.9% | +75.6% | +52.2% |
| 3Y | +145.8% | -1.9% | +147.8% | +142.1% |
| All | +136.0% | -42.7% | +178.8% | +139.5% |
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 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