+21.3%
KWEB vs HDB
+190.5%
-169.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.6% |
| 7D | -3.6% | -4.9% | +1.3% | -1.7% |
| 30D | -14.9% | -5.8% | -9.1% | -13.0% |
| 3M | -5.4% | -5.2% | -0.2% | -4.2% |
| 6M | -18.9% | -25.7% | +6.8% | -10.0% |
| YTD | -27.2% | -39.6% | +12.3% | -12.7% |
| 1Y | -34.2% | -36.9% | +2.7% | -22.7% |
| 3Y | +0.6% | -29.7% | +30.3% | +10.8% |
| 5Y | -43.5% | -37.8% | -5.7% | -35.6% |
| 10Y | -20.6% | +33.7% | -54.3% | -34.8% |
| All | +21.3% | +190.5% | -169.2% | -22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling