+96.9%
PSX vs KWEB
-34.1%
+131.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.5% | -9.0% | -4.0% |
| 7D | -5.2% | +5.8% | -10.9% | -4.5% |
| 30D | -3.7% | -1.0% | -2.8% | -3.6% |
| 3M | +26.8% | -15.8% | +42.6% | +25.7% |
| 6M | +47.3% | -14.9% | +62.2% | +45.3% |
| YTD | +105.4% | -28.6% | +134.0% | +107.5% |
| 1Y | +96.9% | -33.9% | +130.8% | +104.2% |
| All | +96.9% | -34.1% | +131.0% | +104.2% |
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 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