+71.7%
TER vs KWEB
-47.2%
+118.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.1% | -5.5% | -5.4% |
| 7D | +14.4% | -7.8% | +22.2% | +17.3% |
| 30D | -30.6% | -6.4% | -24.1% | -29.3% |
| 3M | -39.2% | -14.6% | -24.6% | -36.2% |
| 6M | -31.3% | -25.0% | -6.2% | -25.0% |
| YTD | +29.1% | -32.7% | +61.7% | +46.6% |
| 1Y | +47.4% | -37.3% | +84.8% | +71.4% |
| 3Y | +191.2% | -5.9% | +197.1% | +191.5% |
| All | +71.7% | -47.2% | +118.9% | +111.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling