+340.5%
JCI vs KWEB
-19.7%
+360.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.6% | +2.1% |
| 7D | +0.7% | -5.6% | +6.3% | +1.8% |
| 30D | -4.4% | -10.7% | +6.2% | -2.5% |
| 3M | +1.7% | -7.4% | +9.1% | +2.9% |
| 6M | +8.8% | -19.3% | +28.1% | +12.8% |
| YTD | +22.6% | -27.8% | +50.4% | +29.5% |
| 1Y | +36.2% | -35.9% | +72.2% | +46.8% |
| 3Y | +168.0% | -1.9% | +169.9% | +161.9% |
| 5Y | +113.5% | -43.2% | +156.6% | +121.6% |
| All | +340.5% | -19.7% | +360.2% | +288.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling