-42.1%
KWEB vs TECH
-43.3%
+1.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.6% |
| 7D | -5.6% | -0.4% | -5.1% | -5.4% |
| 30D | -10.7% | 0.0% | -10.6% | -10.7% |
| 3M | -7.4% | +33.7% | -41.1% | -16.1% |
| 6M | -19.3% | +34.9% | -54.2% | -28.7% |
| YTD | -27.8% | +23.2% | -50.9% | -34.5% |
| 1Y | -35.9% | +36.3% | -72.2% | -44.7% |
| 3Y | -1.9% | +2.3% | -4.2% | -9.9% |
| All | -42.1% | -43.3% | +1.3% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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