-28.3%
ON vs KWEB
-2.9%
-25.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.2% | -0.5% |
| 7D | -4.7% | -4.3% | -0.4% | -2.7% |
| 30D | -13.5% | -13.0% | -0.5% | -7.6% |
| 3M | -36.3% | -7.6% | -28.7% | -34.2% |
| 6M | +17.8% | -21.1% | +38.9% | +31.4% |
| YTD | +29.6% | -28.2% | +57.8% | +50.6% |
| 1Y | +45.8% | -34.9% | +80.7% | +78.0% |
| All | -28.3% | -2.9% | -25.4% | -30.1% |
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