+36.5%
USB vs KWEB
-34.1%
+70.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.5% | -2.6% | +1.5% |
| 7D | +2.4% | +5.8% | -3.4% | +1.8% |
| 30D | +6.6% | -1.0% | +7.5% | +6.6% |
| 3M | -4.1% | -15.8% | +11.7% | -2.7% |
| 6M | +12.5% | -14.9% | +27.4% | +14.0% |
| YTD | +17.6% | -28.6% | +46.2% | +23.0% |
| 1Y | +36.5% | -33.9% | +70.4% | +44.9% |
| All | +36.5% | -34.1% | +70.6% | +44.9% |
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