+20.6%
ICE vs KWEB
-34.1%
+54.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.5% | -2.1% | +1.7% |
| 7D | +12.2% | +5.8% | +6.4% | +11.3% |
| 30D | +15.0% | -1.0% | +15.9% | +15.0% |
| 3M | +17.6% | -15.8% | +33.4% | +20.4% |
| 6M | +12.6% | -14.9% | +27.5% | +14.1% |
| YTD | +9.1% | -28.6% | +37.7% | +15.6% |
| 1Y | +20.6% | -33.9% | +54.5% | +28.7% |
| All | +20.6% | -34.1% | +54.7% | +28.7% |
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 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