+15.1%
TEAM vs KWEB
-34.1%
+49.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.5% | -5.1% | -1.7% |
| 7D | -13.7% | +5.8% | -19.5% | -15.0% |
| 30D | -3.4% | -1.0% | -2.5% | -3.2% |
| 3M | +72.1% | -15.8% | +88.0% | +80.1% |
| 6M | +103.8% | -14.9% | +118.8% | +106.0% |
| YTD | +17.1% | -28.6% | +45.7% | +23.3% |
| 1Y | +15.1% | -33.9% | +49.0% | +24.3% |
| All | +15.1% | -34.1% | +49.2% | +24.3% |
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