+14.1%
XYZ vs KWEB
-22.2%
+36.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.8% | -2.7% |
| 7D | -2.1% | -7.5% | +5.4% | +0.9% |
| 30D | +7.0% | -7.3% | +14.3% | +9.4% |
| 3M | +5.1% | -16.8% | +21.9% | +9.5% |
| 6M | +14.1% | -21.4% | +35.5% | +16.3% |
| All | +14.1% | -22.2% | +36.3% | +16.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling