+27.7%
JCI vs KWEB
-34.1%
+61.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +4.5% | -10.7% | -6.9% |
| 7D | -10.7% | +5.8% | -16.5% | -11.5% |
| 30D | -10.4% | -1.0% | -9.4% | -10.1% |
| 3M | -8.3% | -15.8% | +7.6% | -5.0% |
| 6M | -2.1% | -14.9% | +12.8% | +1.3% |
| YTD | +18.4% | -28.6% | +46.9% | +25.7% |
| 1Y | +27.7% | -33.9% | +61.6% | +40.7% |
| All | +27.7% | -34.1% | +61.8% | +40.7% |
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