+17.9%
LMT vs KWEB
-27.0%
+45.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.0% | -3.4% | -1.6% |
| 7D | -6.3% | -1.0% | -5.2% | -6.2% |
| 30D | -8.5% | -8.7% | +0.2% | -7.8% |
| 3M | +1.8% | -4.0% | +5.8% | +2.4% |
| 6M | -19.9% | -13.1% | -6.8% | -18.5% |
| YTD | +10.6% | -23.5% | +34.1% | +15.4% |
| 1Y | +17.9% | -27.2% | +45.1% | +26.2% |
| All | +17.9% | -27.0% | +45.0% | +26.2% |
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