+1,543.1%
META vs KWEB
+22.5%
+1,520.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.4% | +0.7% |
| 7D | -0.8% | +9.4% | -10.2% | -4.1% |
| 30D | -15.4% | +2.3% | -17.7% | -16.2% |
| 3M | +3.5% | -12.3% | +15.8% | +8.4% |
| 6M | -0.3% | -16.4% | +16.1% | +5.9% |
| YTD | -7.3% | -26.9% | +19.6% | +3.2% |
| 1Y | -1.1% | -33.2% | +32.1% | +13.9% |
| 3Y | +95.1% | +1.2% | +93.8% | +83.0% |
| 5Y | +80.6% | -36.4% | +117.0% | +91.0% |
| 10Y | +410.1% | -17.4% | +427.6% | +324.8% |
| All | +1,543.1% | +22.5% | +1,520.6% | +1,035.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling