+229.2%
TER vs KWEB
-35.0%
+264.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.1% |
| 7D | +6.4% | -5.6% | +11.9% | +10.7% |
| 30D | -5.7% | -10.7% | +5.0% | +2.2% |
| 3M | -0.4% | -7.4% | +7.0% | +4.0% |
| 6M | +25.8% | -19.3% | +45.2% | +50.8% |
| YTD | +96.4% | -27.8% | +124.2% | +160.8% |
| 1Y | +229.2% | -35.9% | +265.2% | +391.7% |
| All | +229.2% | -35.0% | +264.2% | +391.7% |
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 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