+175.3%
HOOD vs KWEB
-45.1%
+220.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.0% |
| 7D | -9.1% | -4.3% | -4.8% | -7.0% |
| 30D | +20.1% | -13.0% | +33.1% | +28.9% |
| 3M | +31.2% | -7.6% | +38.8% | +36.2% |
| 6M | +44.3% | -21.1% | +65.5% | +62.7% |
| YTD | +0.2% | -28.2% | +28.4% | +19.1% |
| 1Y | -3.5% | -34.9% | +31.4% | +20.9% |
| 3Y | +955.2% | -0.8% | +956.0% | +924.0% |
| 5Y | +175.3% | -43.6% | +218.8% | +236.4% |
| All | +175.3% | -45.1% | +220.4% | +236.4% |
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