+1.3%
U vs KWEB
-35.0%
+36.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +4.0% |
| 7D | +5.5% | -5.6% | +11.1% | +10.1% |
| 30D | -1.3% | -10.7% | +9.4% | +7.5% |
| 3M | +64.6% | -7.4% | +72.0% | +72.8% |
| 6M | +119.4% | -19.3% | +138.7% | +160.2% |
| YTD | -0.5% | -27.8% | +27.3% | +39.1% |
| 1Y | +1.3% | -35.9% | +37.2% | +58.2% |
| All | +1.3% | -35.0% | +36.3% | +58.2% |
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