+3,449.7%
QLD vs KWEB
+16.5%
+3,433.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.6% | +6.3% | +5.6% |
| 7D | -1.2% | -2.7% | +1.5% | 0.0% |
| 30D | -15.7% | -4.4% | -11.3% | -13.9% |
| 3M | -10.0% | -15.7% | +5.7% | -1.3% |
| 6M | -11.2% | -20.0% | +8.8% | -0.2% |
| YTD | +16.4% | -30.5% | +46.8% | +41.8% |
| 1Y | +12.7% | -36.6% | +49.2% | +44.9% |
| 3Y | +152.3% | -1.7% | +154.0% | +136.2% |
| 5Y | +91.8% | -45.0% | +136.7% | +135.7% |
| 10Y | +1,520.2% | -19.8% | +1,540.1% | +1,345.5% |
| All | +3,449.7% | +16.5% | +3,433.2% | +2,368.3% |
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