-7.1%
HAL vs KWEB
-2.3%
-4.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -3.3% | -5.6% | +2.2% | -2.3% |
| 30D | +8.2% | -10.7% | +18.8% | +10.3% |
| 3M | -9.4% | -7.4% | -2.0% | -8.3% |
| 6M | +0.6% | -19.3% | +20.0% | +4.3% |
| YTD | +28.6% | -27.8% | +56.3% | +36.3% |
| 1Y | +63.9% | -35.9% | +99.8% | +77.8% |
| 3Y | -7.1% | -1.9% | -5.2% | -8.0% |
| All | -7.1% | -2.3% | -4.8% | -8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling