+133.9%
HL vs KWEB
-27.0%
+160.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.0% | -4.5% | -4.3% |
| 7D | +1.5% | -1.0% | +2.5% | +2.4% |
| 30D | +25.1% | -8.7% | +33.8% | +35.5% |
| 3M | +22.9% | -4.0% | +26.9% | +26.9% |
| 6M | -4.9% | -13.1% | +8.2% | +10.5% |
| YTD | +7.8% | -23.5% | +31.3% | +42.3% |
| 1Y | +133.9% | -27.2% | +161.0% | +247.7% |
| All | +133.9% | -27.0% | +160.9% | +247.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling