+278.4%
TER vs KWEB
-2.9%
+281.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.1% | -2.9% |
| 7D | +9.4% | -4.3% | +13.7% | +11.4% |
| 30D | -2.4% | -13.0% | +10.6% | +3.5% |
| 3M | +6.5% | -7.6% | +14.1% | +9.4% |
| 6M | +23.2% | -21.1% | +44.3% | +36.3% |
| YTD | +91.5% | -28.2% | +119.7% | +120.8% |
| 1Y | +214.8% | -34.9% | +249.7% | +277.7% |
| All | +278.4% | -2.9% | +281.3% | +266.1% |
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 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