+16.0%
O vs KWEB
-42.7%
+58.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -2.9% | -5.6% | +2.7% | -2.5% |
| 30D | -4.5% | -10.7% | +6.2% | -3.9% |
| 3M | -2.6% | -7.4% | +4.8% | -2.3% |
| 6M | -5.6% | -19.3% | +13.7% | -4.5% |
| YTD | +9.3% | -27.8% | +37.0% | +11.2% |
| 1Y | +4.3% | -35.9% | +40.2% | +6.9% |
| 3Y | +27.4% | -1.9% | +29.4% | +26.2% |
| All | +16.0% | -42.7% | +58.7% | +16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling