+59.8%
ON vs KWEB
-42.7%
+102.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.7% | +7.9% | +8.3% |
| 7D | +2.4% | -5.6% | +7.9% | +4.7% |
| 30D | -8.6% | -10.7% | +2.1% | -4.6% |
| 3M | -34.3% | -7.4% | -26.9% | -32.6% |
| 6M | +28.5% | -19.3% | +47.8% | +39.1% |
| YTD | +40.6% | -27.8% | +68.4% | +58.2% |
| 1Y | +55.3% | -35.9% | +91.3% | +83.2% |
| 3Y | -22.2% | -1.9% | -20.3% | -23.3% |
| All | +59.8% | -42.7% | +102.6% | +81.6% |
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 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