-33.9%
KWEB vs JHX
+44.7%
-78.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +8.3% | -3.8% | +3.2% |
| 7D | +5.8% | +13.3% | -7.5% | +3.8% |
| 30D | -1.0% | +17.1% | -18.1% | -3.4% |
| 3M | -15.8% | +4.1% | -19.9% | -16.5% |
| 6M | -14.9% | +48.5% | -63.4% | -20.4% |
| YTD | -28.6% | +42.3% | -70.8% | -32.6% |
| 1Y | -33.9% | +47.4% | -81.3% | -37.7% |
| All | -33.9% | +44.7% | -78.6% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 1y: compounded portfolio wealth divided by compounded JHX 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…
1y analysis · Full analysis span regression · 6 months rolling