+18.4%
U vs KWEB
-34.1%
+52.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.5% | +0.4% | +1.4% |
| 7D | +7.5% | +5.8% | +1.7% | +3.0% |
| 30D | -7.0% | -1.0% | -6.1% | -6.4% |
| 3M | +20.6% | -15.8% | +36.4% | +37.4% |
| 6M | +53.2% | -14.9% | +68.1% | +70.4% |
| YTD | -3.9% | -28.6% | +24.7% | +45.3% |
| 1Y | +18.4% | -33.9% | +52.3% | +110.6% |
| All | +18.4% | -34.1% | +52.5% | +110.6% |
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