+133.3%
PSX vs KWEB
-2.9%
+136.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.6% |
| 7D | +1.5% | -4.3% | +5.8% | +2.3% |
| 30D | +15.8% | -13.0% | +28.8% | +18.6% |
| 3M | +43.0% | -7.6% | +50.6% | +44.6% |
| 6M | +61.1% | -21.1% | +82.2% | +67.5% |
| YTD | +104.5% | -28.2% | +132.7% | +116.9% |
| 1Y | +102.5% | -34.9% | +137.4% | +119.4% |
| All | +133.3% | -2.9% | +136.2% | +134.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling