+4.5%
HD vs KWEB
-42.7%
+47.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | -3.8% | -5.6% | +1.7% | -3.3% |
| 30D | -9.4% | -10.7% | +1.2% | -8.4% |
| 3M | -4.6% | -7.4% | +2.8% | -3.9% |
| 6M | -10.1% | -19.3% | +9.2% | -8.2% |
| YTD | -8.3% | -27.8% | +19.4% | -5.5% |
| 1Y | -25.0% | -35.9% | +10.9% | -21.9% |
| 3Y | +1.5% | -1.9% | +3.5% | +0.4% |
| All | +4.5% | -42.7% | +47.2% | +6.4% |
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