+740.1%
TEAM vs KWEB
-17.1%
+757.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.6% | -4.3% | -5.9% |
| 7D | -5.7% | -1.3% | -4.4% | -5.2% |
| 30D | +18.3% | -11.5% | +29.9% | +24.2% |
| 3M | +80.2% | -2.9% | +83.1% | +82.7% |
| 6M | +111.0% | -14.6% | +125.6% | +123.6% |
| YTD | +8.8% | -25.5% | +34.3% | +21.5% |
| 1Y | +2.2% | -31.1% | +33.2% | +17.3% |
| 3Y | -14.6% | +3.0% | -17.6% | -21.5% |
| 5Y | -53.8% | -42.6% | -11.2% | -48.9% |
| 10Y | +475.2% | -21.1% | +496.3% | +374.6% |
| All | +740.1% | -17.1% | +757.2% | +575.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling