+140.1%
GOOGL vs KWEB
-42.7%
+182.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.6% |
| 7D | 0.0% | -5.6% | +5.6% | +1.2% |
| 30D | -1.4% | -10.7% | +9.3% | +0.9% |
| 3M | -5.3% | -7.4% | +2.1% | -3.8% |
| 6M | +9.8% | -19.3% | +29.1% | +14.6% |
| YTD | +8.4% | -27.8% | +36.1% | +15.4% |
| 1Y | +41.2% | -35.9% | +77.1% | +53.8% |
| 3Y | +149.6% | -1.9% | +151.5% | +145.9% |
| All | +140.1% | -42.7% | +182.8% | +140.9% |
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