-22.5%
KWEB vs SONY
+293.1%
-315.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -1.0% | -0.2% |
| 7D | -5.6% | -2.7% | -2.9% | -4.2% |
| 30D | -10.7% | +1.5% | -12.2% | -11.5% |
| 3M | -7.4% | +13.0% | -20.4% | -13.7% |
| 6M | -19.3% | +11.2% | -30.5% | -24.4% |
| YTD | -27.8% | -6.6% | -21.1% | -25.9% |
| 1Y | -35.9% | -18.1% | -17.8% | -30.0% |
| 3Y | -1.9% | +42.1% | -44.0% | -24.4% |
| 5Y | -43.2% | +11.0% | -54.2% | -50.0% |
| All | -22.5% | +293.1% | -315.6% | -60.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling