-16.1%
TEAM vs KWEB
-2.9%
-13.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.4% |
| 7D | -7.8% | -4.3% | -3.5% | -6.7% |
| 30D | +16.5% | -13.0% | +29.5% | +20.7% |
| 3M | +96.2% | -7.6% | +103.7% | +100.4% |
| 6M | +130.2% | -21.1% | +151.3% | +143.1% |
| YTD | +10.7% | -28.2% | +39.0% | +19.6% |
| 1Y | +3.0% | -34.9% | +37.9% | +13.9% |
| All | -16.1% | -2.9% | -13.2% | -16.7% |
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