+12.2%
KWEB vs AMBA
+260.9%
-248.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.4% |
| 7D | -7.8% | +2.7% | -10.5% | -8.5% |
| 30D | -6.4% | -2.2% | -4.3% | -6.4% |
| 3M | -14.6% | -26.6% | +12.0% | -9.1% |
| 6M | -25.0% | -26.8% | +1.7% | -23.2% |
| YTD | -32.7% | -15.1% | -17.5% | -34.3% |
| 1Y | -37.3% | -32.3% | -5.1% | -35.9% |
| 3Y | -5.9% | +19.8% | -25.7% | -22.6% |
| 5Y | -47.1% | -69.2% | +22.1% | -43.7% |
| 10Y | -22.3% | +0.8% | -23.1% | -44.1% |
| All | +12.2% | +260.9% | -248.6% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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