-42.1%
KWEB vs ENTG
+16.8%
-58.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | 0.0% |
| 7D | -5.6% | +1.2% | -6.7% | -5.9% |
| 30D | -10.7% | -12.9% | +2.2% | -7.4% |
| 3M | -7.4% | -3.1% | -4.4% | -10.2% |
| 6M | -19.3% | +21.0% | -40.3% | -28.7% |
| YTD | -27.8% | +67.0% | -94.8% | -43.9% |
| 1Y | -35.9% | +68.6% | -104.6% | -51.2% |
| 3Y | -1.9% | +48.6% | -50.6% | -27.7% |
| All | -42.1% | +16.8% | -58.9% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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