-42.1%
KWEB vs BIDU
-44.1%
+2.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | 0.0% |
| 7D | -5.6% | -8.1% | +2.5% | +0.4% |
| 30D | -10.7% | -12.8% | +2.1% | -2.5% |
| 3M | -7.4% | -21.3% | +13.9% | +8.4% |
| 6M | -19.3% | -27.0% | +7.6% | -2.4% |
| YTD | -27.8% | -30.0% | +2.3% | -11.5% |
| 1Y | -35.9% | -18.3% | -17.7% | -33.6% |
| 3Y | -1.9% | -33.8% | +31.9% | +16.0% |
| All | -42.1% | -44.1% | +2.0% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 5y: compounded portfolio wealth divided by compounded BIDU 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…
5y analysis · Full analysis span regression · 6 months rolling