-17.6%
KWEB vs SNDU
-42.2%
+24.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -44.1% | +45.9% | +1.8% |
| 7D | +8.6% | -67.5% | +76.2% | +8.8% |
| 30D | +0.9% | -80.3% | +81.2% | +1.3% |
| 3M | -13.2% | -74.1% | +60.9% | -12.9% |
| 6M | -13.2% | -85.8% | +72.6% | -15.0% |
| All | -17.6% | -42.2% | +24.5% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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