-0.8%
TOST vs KWEB
-34.1%
+33.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.5% | +1.0% | +3.8% |
| 7D | +10.7% | +5.8% | +5.0% | +8.5% |
| 30D | +17.7% | -1.0% | +18.7% | +17.9% |
| 3M | +4.6% | -15.8% | +20.4% | +10.6% |
| 6M | +20.3% | -14.9% | +35.2% | +24.5% |
| YTD | -0.4% | -28.6% | +28.2% | +13.8% |
| 1Y | -0.8% | -33.9% | +33.2% | +19.2% |
| All | -0.8% | -34.1% | +33.4% | +19.2% |
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