+2,197.8%
TER vs KWEB
+28.2%
+2,169.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.0% | +3.5% | +4.6% |
| 7D | +0.6% | -1.0% | +1.6% | +1.1% |
| 30D | -8.3% | -8.7% | +0.4% | -4.8% |
| 3M | -12.2% | -4.0% | -8.2% | -11.2% |
| 6M | +17.1% | -13.1% | +30.2% | +24.1% |
| YTD | +84.7% | -23.5% | +108.2% | +107.2% |
| 1Y | +199.9% | -27.2% | +227.1% | +243.8% |
| 3Y | +232.8% | -2.1% | +234.9% | +223.1% |
| 5Y | +198.6% | -40.8% | +239.4% | +235.4% |
| 10Y | +1,669.7% | -17.5% | +1,687.2% | +1,561.9% |
| All | +2,197.8% | +28.2% | +2,169.6% | +1,572.4% |
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