+103.2%
INTC vs KWEB
-42.7%
+146.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +2.0% | +2.4% |
| 7D | +7.5% | -5.6% | +13.0% | +9.0% |
| 30D | +2.0% | -10.7% | +12.6% | +4.9% |
| 3M | -12.0% | -7.4% | -4.6% | -10.5% |
| 6M | +114.5% | -19.3% | +133.9% | +126.4% |
| YTD | +179.0% | -27.8% | +206.7% | +202.6% |
| 1Y | +318.3% | -35.9% | +354.2% | +367.6% |
| 3Y | +171.2% | -1.9% | +173.1% | +168.2% |
| All | +103.2% | -42.7% | +146.0% | +116.2% |
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