+19.6%
XLK vs ACWI
+13.1%
+6.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.1% | +1.3% |
| 7D | -1.2% | -0.7% | -0.5% | +0.1% |
| 30D | -11.2% | -2.0% | -9.2% | -7.9% |
| 3M | -6.2% | -2.2% | -4.0% | -2.5% |
| 6M | -1.7% | +1.9% | -3.6% | -3.2% |
| YTD | +21.5% | +12.0% | +9.6% | +5.5% |
| 1Y | +19.6% | +12.5% | +7.1% | +3.1% |
| All | +19.6% | +13.1% | +6.6% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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