+577.6%
PSX vs KWEB
+24.8%
+552.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.1% |
| 7D | +2.8% | -1.3% | +4.1% | +3.1% |
| 30D | +27.8% | -11.5% | +39.3% | +30.9% |
| 3M | +42.0% | -2.9% | +44.9% | +42.6% |
| 6M | +58.1% | -14.6% | +72.8% | +62.3% |
| YTD | +105.0% | -25.5% | +130.5% | +116.4% |
| 1Y | +104.9% | -31.1% | +136.0% | +119.8% |
| 3Y | +134.1% | +3.0% | +131.1% | +125.8% |
| 5Y | +363.8% | -42.6% | +406.4% | +392.4% |
| 10Y | +370.1% | -21.1% | +391.2% | +308.1% |
| All | +577.6% | +24.8% | +552.8% | +409.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling