+742.2%
ON vs KWEB
+24.8%
+717.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.6% | -1.8% | -3.1% |
| 7D | -2.2% | -1.3% | -0.9% | -1.5% |
| 30D | -12.4% | -11.5% | -0.9% | -7.0% |
| 3M | -41.2% | -2.9% | -38.3% | -40.7% |
| 6M | +25.0% | -14.6% | +39.6% | +34.7% |
| YTD | +31.3% | -25.5% | +56.8% | +50.9% |
| 1Y | +45.4% | -31.1% | +76.5% | +74.2% |
| 3Y | -27.4% | +3.0% | -30.4% | -32.0% |
| 5Y | +58.5% | -42.6% | +101.1% | +84.0% |
| 10Y | +561.8% | -21.1% | +582.9% | +513.4% |
| All | +742.2% | +24.8% | +717.3% | +509.3% |
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