+54.2%
PCG vs KWEB
-42.3%
+96.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -4.0% |
| 7D | +6.5% | -3.6% | +10.0% | +6.9% |
| 30D | -16.7% | -14.9% | -1.8% | -15.2% |
| 3M | -14.2% | -5.4% | -8.7% | -13.7% |
| 6M | -21.5% | -18.9% | -2.6% | -19.7% |
| YTD | -11.2% | -27.2% | +16.0% | -8.2% |
| 1Y | -4.2% | -34.2% | +30.0% | +0.2% |
| 3Y | -14.9% | +0.6% | -15.5% | -16.5% |
| 5Y | +54.2% | -43.5% | +97.7% | +65.9% |
| All | +54.2% | -42.3% | +96.6% | +65.9% |
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