-16.0%
PCG vs KWEB
-34.1%
+18.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.5% | -3.6% | +0.5% |
| 7D | +1.9% | +5.8% | -3.9% | +1.5% |
| 30D | +8.5% | -1.0% | +9.5% | +8.5% |
| 3M | -22.9% | -15.8% | -7.1% | -22.6% |
| 6M | -16.8% | -14.9% | -1.8% | -16.2% |
| YTD | -15.8% | -28.6% | +12.8% | -16.4% |
| 1Y | -16.0% | -33.9% | +17.9% | -15.5% |
| All | -16.0% | -34.1% | +18.1% | -15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling