-11.3%
PCG vs KWEB
-35.0%
+23.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.7% |
| 7D | -3.5% | -5.6% | +2.1% | -3.2% |
| 30D | -20.6% | -10.7% | -9.9% | -20.1% |
| 3M | -17.6% | -7.4% | -10.2% | -17.2% |
| 6M | -23.5% | -19.3% | -4.2% | -22.5% |
| YTD | -13.6% | -27.8% | +14.1% | -12.6% |
| 1Y | -11.3% | -35.9% | +24.6% | -8.6% |
| All | -11.3% | -35.0% | +23.6% | -8.6% |
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 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