+24.4%
LIN vs KWEB
-38.6%
+63.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +2.1% | -7.8% | +9.9% | +2.2% |
| 30D | +6.8% | -6.4% | +13.2% | +6.7% |
| 3M | +10.4% | -14.6% | +25.0% | +10.2% |
| 6M | +3.2% | -25.0% | +28.2% | +3.4% |
| YTD | +24.6% | -32.7% | +57.2% | +24.8% |
| 1Y | +24.4% | -37.3% | +61.7% | +24.1% |
| All | +24.4% | -38.6% | +63.0% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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