+476.8%
JCI vs KWEB
+22.0%
+454.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.5% |
| 7D | +4.1% | -3.6% | +7.7% | +4.8% |
| 30D | -3.8% | -14.9% | +11.1% | -0.9% |
| 3M | -1.6% | -5.4% | +3.8% | -0.8% |
| 6M | +9.5% | -18.9% | +28.4% | +13.7% |
| YTD | +21.7% | -27.2% | +49.0% | +28.9% |
| 1Y | +37.1% | -34.2% | +71.4% | +47.9% |
| 3Y | +165.2% | +0.6% | +164.6% | +157.2% |
| 5Y | +110.3% | -43.5% | +153.8% | +118.8% |
| 10Y | +341.0% | -20.6% | +361.6% | +283.1% |
| All | +476.8% | +22.0% | +454.8% | +340.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling