+32.2%
QLD vs KWEB
-13.2%
+45.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | -0.8% |
| 7D | +0.6% | -1.0% | +1.6% | +1.1% |
| 30D | -0.1% | -8.7% | +8.6% | +5.2% |
| 3M | -8.4% | -4.0% | -4.4% | -5.8% |
| 6M | +32.2% | -13.1% | +45.3% | +45.5% |
| All | +32.2% | -13.2% | +45.4% | +45.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling