+0.3%
LIN vs KWEB
-32.0%
+32.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -1.9% |
| 7D | -3.5% | -1.3% | -2.2% | -3.4% |
| 30D | -4.1% | -11.5% | +7.4% | -4.1% |
| 3M | -6.4% | -2.9% | -3.5% | -6.3% |
| 6M | -2.4% | -14.6% | +12.2% | -2.1% |
| YTD | +10.9% | -25.5% | +36.5% | +11.7% |
| All | +0.3% | -32.0% | +32.2% | +1.9% |
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