+362.6%
PSX vs KWEB
-42.7%
+405.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | +1.7% | -5.6% | +7.3% | +2.5% |
| 30D | +15.6% | -10.7% | +26.3% | +17.3% |
| 3M | +46.5% | -7.4% | +53.9% | +47.8% |
| 6M | +55.0% | -19.3% | +74.3% | +59.0% |
| YTD | +105.3% | -27.8% | +133.0% | +113.7% |
| 1Y | +101.6% | -35.9% | +137.5% | +113.5% |
| 3Y | +134.1% | -1.9% | +136.1% | +132.2% |
| All | +362.6% | -42.7% | +405.3% | +416.2% |
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 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