-19.9%
TOST vs KWEB
-35.4%
+15.5%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.1% |
| 7D | -5.9% | -4.3% | -1.6% | -4.4% |
| 30D | -8.4% | -13.0% | +4.6% | -4.0% |
| 3M | +31.4% | -7.6% | +39.0% | +34.8% |
| 6M | +10.5% | -21.1% | +31.7% | +18.5% |
| YTD | -10.1% | -28.2% | +18.2% | +1.4% |
| 1Y | -19.9% | -34.9% | +14.9% | -5.6% |
| All | -19.9% | -35.4% | +15.5% | -5.6% |
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