+322.4%
NET vs KWEB
-2.3%
+324.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.5% | -7.0% | -3.8% |
| 7D | -16.4% | +5.8% | -22.1% | -17.7% |
| 30D | -25.8% | -1.0% | -24.9% | -25.7% |
| 3M | -11.5% | -15.8% | +4.3% | -7.3% |
| 6M | +18.9% | -14.9% | +33.9% | +23.9% |
| YTD | +35.2% | -28.6% | +63.8% | +47.7% |
| 1Y | +14.5% | -33.9% | +48.4% | +27.8% |
| All | +322.4% | -2.3% | +324.7% | +332.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling