+7.2%
XYZ vs KWEB
-35.4%
+42.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | +0.2% |
| 7D | -5.2% | -4.3% | -0.9% | -3.2% |
| 30D | 0.0% | -13.0% | +13.0% | +6.5% |
| 3M | +18.7% | -7.6% | +26.2% | +22.5% |
| 6M | +20.5% | -21.1% | +41.7% | +34.3% |
| YTD | +21.5% | -28.2% | +49.7% | +44.2% |
| 1Y | +7.2% | -34.9% | +42.1% | +38.7% |
| All | +7.2% | -35.4% | +42.6% | +38.7% |
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