-27.2%
KWEB vs SOUN
-47.0%
+19.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -1.0% | -5.2% | +4.2% | -0.3% |
| 30D | -8.7% | +4.8% | -13.5% | -9.7% |
| 3M | -4.0% | -15.9% | +11.9% | -2.2% |
| 6M | -13.1% | -17.4% | +4.3% | -12.4% |
| YTD | -23.5% | -32.4% | +8.9% | -20.9% |
| 1Y | -27.2% | -49.3% | +22.1% | -19.1% |
| All | -27.2% | -47.0% | +19.9% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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