+640.6%
HWM vs KWEB
-45.1%
+685.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.7% | -1.8% |
| 7D | -12.5% | -4.3% | -8.2% | -11.9% |
| 30D | -19.0% | -13.0% | -6.0% | -17.3% |
| 3M | -8.6% | -7.6% | -1.0% | -7.6% |
| 6M | -10.2% | -21.1% | +11.0% | -7.1% |
| YTD | +11.3% | -28.2% | +39.6% | +16.6% |
| 1Y | +24.3% | -34.9% | +59.1% | +31.8% |
| 3Y | +382.3% | -0.8% | +383.0% | +375.0% |
| 5Y | +640.6% | -43.6% | +684.2% | +653.7% |
| All | +640.6% | -45.1% | +685.7% | +653.7% |
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 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