+243.8%
HPQ vs KWEB
-19.7%
+263.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.7% | +7.7% | +8.2% |
| 7D | +9.8% | -5.6% | +15.3% | +11.3% |
| 30D | +22.4% | -10.7% | +33.0% | +25.8% |
| 3M | +45.2% | -7.4% | +52.6% | +47.7% |
| 6M | +96.4% | -19.3% | +115.7% | +106.3% |
| YTD | +65.4% | -27.8% | +93.1% | +78.2% |
| 1Y | +31.6% | -35.9% | +67.5% | +46.0% |
| 3Y | +37.0% | -1.9% | +39.0% | +32.8% |
| 5Y | +53.0% | -43.2% | +96.2% | +65.4% |
| All | +243.8% | -19.7% | +263.6% | +204.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling