-42.1%
KWEB vs HDB
-34.5%
-7.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.9% | -6.2% | -2.2% |
| 7D | -5.6% | +0.7% | -6.3% | -5.9% |
| 30D | -10.7% | +1.0% | -11.7% | -11.2% |
| 3M | -7.4% | -2.0% | -5.4% | -7.7% |
| 6M | -19.3% | -18.1% | -1.2% | -13.1% |
| YTD | -27.8% | -36.1% | +8.4% | -13.1% |
| 1Y | -35.9% | -34.0% | -1.9% | -24.4% |
| 3Y | -1.9% | -26.7% | +24.8% | +6.9% |
| All | -42.1% | -34.5% | -7.5% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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