+40.3%
QLD vs KWEB
-33.5%
+73.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +0.9% |
| 7D | +1.9% | -3.6% | +5.5% | +4.2% |
| 30D | -1.8% | -14.9% | +13.1% | +9.1% |
| 3M | -0.1% | -5.4% | +5.3% | +2.9% |
| 6M | +32.6% | -18.9% | +51.4% | +52.3% |
| YTD | +27.9% | -27.2% | +55.1% | +58.3% |
| 1Y | +40.3% | -34.2% | +74.5% | +92.2% |
| All | +40.3% | -33.5% | +73.8% | +92.2% |
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