+106.1%
T vs KWEB
-2.9%
+109.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.6% |
| 7D | -2.4% | -4.3% | +1.9% | -2.5% |
| 30D | +4.3% | -13.0% | +17.3% | +4.2% |
| 3M | +11.6% | -7.6% | +19.1% | +11.5% |
| 6M | -5.6% | -21.1% | +15.6% | -5.7% |
| YTD | +6.6% | -28.2% | +34.8% | +6.5% |
| 1Y | -8.4% | -34.9% | +26.5% | -8.4% |
| All | +106.1% | -2.9% | +109.0% | +105.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling