+99.7%
TXN vs KWEB
-34.1%
+133.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.5% | -4.8% | -1.5% |
| 7D | +1.0% | +5.8% | -4.8% | -0.6% |
| 30D | +6.1% | -1.0% | +7.1% | +6.4% |
| 3M | +10.4% | -15.8% | +26.2% | +16.5% |
| 6M | +12.6% | -14.9% | +27.5% | +18.7% |
| YTD | +83.5% | -28.6% | +112.0% | +103.6% |
| 1Y | +99.7% | -33.9% | +133.6% | +128.1% |
| All | +99.7% | -34.1% | +133.8% | +128.1% |
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