-1.9%
KWEB vs SOUN
+172.2%
-174.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | -5.6% | -7.1% | +1.6% | -5.1% |
| 30D | -10.7% | -15.4% | +4.7% | -9.7% |
| 3M | -7.4% | -10.6% | +3.2% | -7.0% |
| 6M | -19.3% | -19.6% | +0.3% | -18.7% |
| YTD | -27.8% | -37.2% | +9.5% | -26.3% |
| 1Y | -35.9% | -57.1% | +21.1% | -33.3% |
| 3Y | -1.9% | +178.2% | -180.2% | -14.0% |
| All | -1.9% | +172.2% | -174.1% | -14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling