+929.7%
QQQ vs KWEB
+20.3%
+909.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.7% |
| 7D | -1.3% | -4.3% | +3.1% | 0.0% |
| 30D | -1.4% | -13.0% | +11.6% | +2.6% |
| 3M | +2.3% | -7.6% | +9.8% | +4.4% |
| 6M | +16.9% | -21.1% | +38.0% | +24.6% |
| YTD | +15.6% | -28.2% | +43.9% | +26.5% |
| 1Y | +22.6% | -34.9% | +57.5% | +37.8% |
| 3Y | +93.5% | -0.8% | +94.3% | +85.8% |
| 5Y | +93.9% | -43.6% | +137.5% | +109.2% |
| 10Y | +564.6% | -21.7% | +586.2% | +494.3% |
| All | +929.7% | +20.3% | +909.4% | +684.1% |
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