-27.2%
KWEB vs SONY
-10.8%
-16.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.6% | +3.6% | +2.5% |
| 7D | -1.0% | -1.2% | +0.1% | -0.6% |
| 30D | -8.7% | +9.4% | -18.2% | -11.7% |
| 3M | -4.0% | +10.5% | -14.5% | -7.6% |
| 6M | -13.1% | +11.7% | -24.8% | -17.0% |
| YTD | -23.5% | -4.1% | -19.4% | -23.4% |
| 1Y | -27.2% | -11.8% | -15.4% | -23.4% |
| All | -27.2% | -10.8% | -16.3% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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