+1,506.1%
TER vs KWEB
+12.9%
+1,493.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.1% | -5.5% | -5.4% |
| 7D | +14.4% | -7.8% | +22.2% | +18.2% |
| 30D | -30.6% | -6.4% | -24.1% | -29.0% |
| 3M | -39.2% | -14.6% | -24.6% | -35.4% |
| 6M | -31.3% | -25.0% | -6.2% | -23.2% |
| YTD | +29.1% | -32.7% | +61.7% | +51.8% |
| 1Y | +47.4% | -37.3% | +84.8% | +78.9% |
| 3Y | +191.2% | -5.9% | +197.1% | +185.8% |
| 5Y | +74.0% | -47.1% | +121.1% | +105.7% |
| 10Y | +1,005.1% | -22.3% | +1,027.4% | +961.2% |
| All | +1,506.1% | +12.9% | +1,493.2% | +1,125.8% |
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