+12.8%
TEAM vs KWEB
-27.0%
+39.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.0% | -4.6% | -3.1% |
| 7D | -0.4% | -1.0% | +0.6% | -0.2% |
| 30D | +67.3% | -8.7% | +76.0% | +71.3% |
| 3M | +86.8% | -4.0% | +90.8% | +87.3% |
| 6M | +146.8% | -13.1% | +160.0% | +148.9% |
| YTD | +16.9% | -23.5% | +40.4% | +22.0% |
| 1Y | +12.8% | -27.2% | +39.9% | +15.6% |
| All | +12.8% | -27.0% | +39.8% | +15.6% |
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