+916.1%
WDC vs KWEB
-42.7%
+958.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.6% | -3.2% |
| 7D | -4.3% | -5.6% | +1.3% | -2.7% |
| 30D | -1.5% | -10.7% | +9.2% | +1.9% |
| 3M | -15.5% | -7.4% | -8.1% | -13.9% |
| 6M | +66.5% | -19.3% | +85.8% | +77.0% |
| YTD | +159.9% | -27.8% | +187.6% | +186.5% |
| 1Y | +366.0% | -35.9% | +401.9% | +432.9% |
| 3Y | +1,285.8% | -1.9% | +1,287.8% | +1,276.9% |
| All | +916.1% | -42.7% | +958.8% | +1,034.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling