+119.2%
ORLY vs KWEB
-42.7%
+161.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | -2.4% | -5.6% | +3.2% | -2.2% |
| 30D | -6.8% | -10.7% | +3.9% | -6.5% |
| 3M | -4.8% | -7.4% | +2.7% | -4.6% |
| 6M | -9.1% | -19.3% | +10.2% | -8.7% |
| YTD | -5.9% | -27.8% | +21.8% | -5.3% |
| 1Y | -20.4% | -35.9% | +15.5% | -19.7% |
| 3Y | +36.6% | -1.9% | +38.5% | +35.9% |
| All | +119.2% | -42.7% | +161.9% | +121.2% |
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