+29.3%
V vs KWEB
-34.1%
+63.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.5% | -0.6% | +3.4% |
| 7D | +9.0% | +5.8% | +3.2% | +8.4% |
| 30D | +18.1% | -1.0% | +19.1% | +18.0% |
| 3M | +18.3% | -15.8% | +34.2% | +19.3% |
| 6M | +34.1% | -14.9% | +49.0% | +34.5% |
| YTD | +25.2% | -28.6% | +53.8% | +29.7% |
| 1Y | +29.3% | -33.9% | +63.2% | +34.9% |
| All | +29.3% | -34.1% | +63.4% | +34.9% |
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