+16.1%
JPM vs KWEB
-34.1%
+50.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.5% | -0.3% | +3.5% |
| 7D | +3.8% | +5.8% | -2.0% | +2.9% |
| 30D | +6.5% | -1.0% | +7.4% | +6.5% |
| 3M | -1.0% | -15.8% | +14.8% | +1.2% |
| 6M | +15.5% | -14.9% | +30.5% | +18.3% |
| YTD | +11.4% | -28.6% | +40.0% | +20.4% |
| 1Y | +16.1% | -33.9% | +50.0% | +28.8% |
| All | +16.1% | -34.1% | +50.2% | +28.8% |
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