+1,075.6%
WDC vs KWEB
+22.0%
+1,053.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.3% | +2.0% |
| 7D | +7.5% | -3.6% | +11.1% | +9.0% |
| 30D | +10.1% | -14.9% | +25.0% | +17.3% |
| 3M | -6.8% | -5.4% | -1.4% | -5.4% |
| 6M | +84.1% | -18.9% | +103.0% | +99.2% |
| YTD | +180.3% | -27.2% | +207.5% | +217.9% |
| 1Y | +411.1% | -34.2% | +445.3% | +505.3% |
| 3Y | +1,375.0% | +0.6% | +1,374.4% | +1,313.4% |
| 5Y | +991.6% | -43.5% | +1,035.0% | +1,138.0% |
| 10Y | +1,309.1% | -20.6% | +1,329.7% | +1,138.6% |
| All | +1,075.6% | +22.0% | +1,053.6% | +764.9% |
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 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