-37.8%
U vs KWEB
-56.8%
+19.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.9% |
| 7D | +4.4% | -3.6% | +7.9% | +6.6% |
| 30D | -1.3% | -14.9% | +13.6% | +8.8% |
| 3M | +49.6% | -5.4% | +55.0% | +54.1% |
| 6M | +100.2% | -18.9% | +119.0% | +125.7% |
| YTD | -3.7% | -27.2% | +23.5% | +17.2% |
| 1Y | -6.5% | -34.2% | +27.7% | +21.4% |
| 3Y | +12.9% | +0.6% | +12.3% | +7.0% |
| 5Y | -68.3% | -43.5% | -24.8% | -58.9% |
| All | -37.8% | -56.8% | +19.0% | -3.3% |
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