+32.0%
RCL vs KWEB
-34.1%
+66.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.5% | +1.9% | +4.1% |
| 7D | +11.7% | +5.8% | +5.9% | +8.7% |
| 30D | +21.1% | -1.0% | +22.1% | +21.5% |
| 3M | +2.9% | -15.8% | +18.7% | +12.1% |
| 6M | +29.8% | -14.9% | +44.8% | +41.2% |
| YTD | +21.4% | -28.6% | +50.0% | +43.2% |
| 1Y | +32.0% | -33.9% | +66.0% | +59.3% |
| All | +32.0% | -34.1% | +66.1% | +59.3% |
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 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