-43.5%
KWEB vs HAS
+10.8%
-54.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.8% |
| 7D | -3.6% | -4.8% | +1.3% | -1.9% |
| 30D | -14.9% | -5.1% | -9.8% | -13.4% |
| 3M | -5.4% | +6.4% | -11.8% | -8.0% |
| 6M | -18.9% | -5.6% | -13.2% | -18.0% |
| YTD | -27.2% | +11.0% | -38.2% | -31.2% |
| 1Y | -34.2% | +16.8% | -51.0% | -39.2% |
| 3Y | +0.6% | +44.0% | -43.4% | -15.6% |
| 5Y | -43.5% | +11.0% | -54.5% | -38.9% |
| All | -43.5% | +10.8% | -54.3% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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