+133.1%
INTC vs KWEB
-16.7%
+149.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.5% |
| 7D | +18.0% | -3.6% | +21.6% | +19.4% |
| 30D | +8.9% | -14.9% | +23.8% | +16.5% |
| 3M | -1.6% | -5.4% | +3.9% | +0.3% |
| 6M | +133.1% | -18.9% | +151.9% | +179.3% |
| All | +133.1% | -16.7% | +149.8% | +179.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling