+30.7%
HD vs KWEB
-5.9%
+36.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +1.5% | -7.8% | +9.4% | +2.6% |
| 30D | +18.0% | -6.4% | +24.4% | +19.0% |
| 3M | +2.8% | -14.6% | +17.4% | +4.8% |
| 6M | +17.0% | -25.0% | +42.0% | +21.3% |
| YTD | +3.5% | -32.7% | +36.2% | +8.4% |
| 1Y | -2.6% | -37.3% | +34.7% | +2.8% |
| 3Y | +30.7% | -5.9% | +36.6% | +31.2% |
| All | +30.7% | -5.9% | +36.6% | +31.2% |
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