+82.3%
IVV vs KWEB
-42.3%
+124.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.1% |
| 7D | -0.4% | -3.6% | +3.2% | +0.2% |
| 30D | -1.4% | -14.9% | +13.5% | +0.9% |
| 3M | +3.7% | -5.4% | +9.1% | +4.4% |
| 6M | +13.0% | -18.9% | +31.9% | +16.3% |
| YTD | +12.4% | -27.2% | +39.7% | +17.4% |
| 1Y | +18.6% | -34.2% | +52.8% | +25.5% |
| 3Y | +78.1% | +0.6% | +77.5% | +75.2% |
| 5Y | +82.3% | -43.5% | +125.7% | +88.1% |
| All | +82.3% | -42.3% | +124.6% | +88.1% |
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