+41.9%
WELL vs KWEB
-35.0%
+76.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | -0.2% | -5.6% | +5.3% | 0.0% |
| 30D | +2.3% | -10.7% | +13.0% | +2.8% |
| 3M | +12.3% | -7.4% | +19.7% | +12.8% |
| 6M | +15.6% | -19.3% | +34.9% | +17.5% |
| YTD | +28.3% | -27.8% | +56.1% | +30.3% |
| 1Y | +41.9% | -35.9% | +77.9% | +44.3% |
| All | +41.9% | -35.0% | +76.9% | +44.3% |
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