-27.2%
KWEB vs BHP
+65.8%
-92.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.5% | +4.5% | +2.8% |
| 7D | -1.0% | -5.0% | +3.9% | +0.6% |
| 30D | -8.7% | +1.2% | -9.9% | -9.2% |
| 3M | -4.0% | +1.8% | -5.8% | -4.8% |
| 6M | -13.1% | +18.0% | -31.1% | -19.2% |
| YTD | -23.5% | +52.7% | -76.2% | -36.1% |
| 1Y | -27.2% | +66.0% | -93.1% | -41.4% |
| All | -27.2% | +65.8% | -92.9% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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