-33.9%
KWEB vs SONY
-6.4%
-27.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.2% | +2.3% | +3.8% |
| 7D | +5.8% | +2.9% | +2.9% | +4.9% |
| 30D | -1.0% | +10.2% | -11.2% | -4.1% |
| 3M | -15.8% | +16.1% | -31.9% | -20.1% |
| 6M | -14.9% | +32.1% | -47.1% | -22.9% |
| YTD | -28.6% | +1.4% | -29.9% | -30.5% |
| 1Y | -33.9% | -7.0% | -26.9% | -35.0% |
| All | -33.9% | -6.4% | -27.5% | -35.0% |
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