+103.6%
HAL vs KWEB
-45.1%
+148.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.7% |
| 7D | -3.3% | -4.3% | +1.0% | -2.7% |
| 30D | +7.2% | -13.0% | +20.2% | +9.2% |
| 3M | -8.8% | -7.6% | -1.2% | -7.9% |
| 6M | +3.0% | -21.1% | +24.1% | +6.0% |
| YTD | +29.4% | -28.2% | +57.6% | +34.9% |
| 1Y | +62.8% | -34.9% | +97.7% | +72.0% |
| 3Y | -6.4% | -0.8% | -5.7% | -7.4% |
| 5Y | +103.6% | -43.6% | +147.2% | +120.4% |
| All | +103.6% | -45.1% | +148.7% | +120.4% |
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