+113.2%
WDC vs KWEB
-34.1%
+147.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.5% | -11.2% | -9.6% |
| 7D | -18.3% | +5.8% | -24.1% | -21.7% |
| 30D | -26.7% | -1.0% | -25.7% | -26.1% |
| 3M | -40.9% | -15.8% | -25.1% | -33.1% |
| 6M | -26.8% | -14.9% | -11.8% | -17.3% |
| YTD | +88.2% | -28.6% | +116.8% | +166.5% |
| 1Y | +113.2% | -33.9% | +147.1% | +266.2% |
| All | +113.2% | -34.1% | +147.3% | +266.2% |
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