+6.7%
HD vs KWEB
-47.2%
+53.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +1.5% | -7.8% | +9.4% | +2.4% |
| 30D | +18.0% | -6.4% | +24.4% | +18.8% |
| 3M | +2.8% | -14.6% | +17.4% | +4.5% |
| 6M | +17.0% | -25.0% | +42.0% | +20.3% |
| YTD | +3.5% | -32.7% | +36.2% | +7.5% |
| 1Y | -2.6% | -37.3% | +34.7% | +1.9% |
| 3Y | +30.7% | -5.9% | +36.6% | +29.9% |
| All | +6.7% | -47.2% | +53.9% | +13.2% |
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 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