+42.7%
HLT vs KWEB
-34.3%
+76.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.5% | -1.0% | +2.8% |
| 7D | +7.7% | +5.8% | +1.9% | +6.8% |
| 30D | +19.1% | -1.0% | +20.1% | +19.1% |
| 3M | +20.7% | -15.8% | +36.5% | +23.3% |
| 6M | +21.0% | -14.9% | +36.0% | +23.6% |
| YTD | +31.3% | -28.6% | +59.8% | +36.9% |
| All | +42.7% | -34.3% | +76.9% | +51.9% |
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