+3,832.5%
QLD vs KWEB
+28.2%
+3,804.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.1% |
| 3M | -8.4% | -4.0% | -4.4% | -6.5% |
| 6M | +32.2% | -13.1% | +45.3% | +42.6% |
| YTD | +28.9% | -23.5% | +52.4% | +49.4% |
| 1Y | +43.8% | -27.2% | +71.0% | +71.6% |
| 3Y | +176.6% | -2.1% | +178.7% | +161.4% |
| 5Y | +121.6% | -40.8% | +162.4% | +158.5% |
| 10Y | +1,652.9% | -17.5% | +1,670.4% | +1,456.2% |
| All | +3,832.5% | +28.2% | +3,804.3% | +2,500.5% |
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 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