+129.2%
HPE vs KWEB
-27.0%
+156.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.0% | -6.5% | -5.3% |
| 7D | -0.6% | -1.0% | +0.4% | -0.2% |
| 30D | -2.3% | -8.7% | +6.4% | +1.7% |
| 3M | -2.9% | -4.0% | +1.1% | -1.4% |
| 6M | +143.6% | -13.1% | +156.7% | +157.4% |
| YTD | +118.5% | -23.5% | +142.0% | +146.8% |
| 1Y | +129.2% | -27.2% | +156.4% | +174.9% |
| All | +129.2% | -27.0% | +156.2% | +174.9% |
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