+16.5%
ORCL vs KWEB
-2.9%
+19.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.6% | +10.4% | +9.2% |
| 7D | +3.8% | -2.7% | +6.4% | +4.3% |
| 30D | -6.6% | -4.4% | -2.2% | -5.7% |
| 3M | -11.4% | -15.7% | +4.3% | -7.9% |
| 6M | -33.3% | -20.0% | -13.3% | -29.9% |
| YTD | -33.3% | -30.5% | -2.8% | -27.8% |
| 1Y | -44.9% | -36.6% | -8.3% | -39.4% |
| All | +16.5% | -2.9% | +19.4% | +15.1% |
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