+493.2%
TRV vs KWEB
+21.1%
+472.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.0% |
| 7D | +1.9% | -5.6% | +7.5% | +2.4% |
| 30D | +1.7% | -10.7% | +12.4% | +2.7% |
| 3M | +23.9% | -7.4% | +31.3% | +24.5% |
| 6M | +26.3% | -19.3% | +45.6% | +28.4% |
| YTD | +30.8% | -27.8% | +58.6% | +34.2% |
| 1Y | +36.3% | -35.9% | +72.3% | +41.3% |
| 3Y | +145.0% | -1.9% | +146.9% | +140.6% |
| 5Y | +163.9% | -43.2% | +207.1% | +174.0% |
| 10Y | +305.8% | -21.2% | +327.0% | +271.4% |
| All | +493.2% | +21.1% | +472.1% | +378.3% |
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 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