+4.3%
KWEB vs SOUN
-28.2%
+32.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | -5.6% | -7.1% | +1.6% | -5.4% |
| 30D | -10.7% | -15.4% | +4.7% | -10.2% |
| 3M | -7.4% | -10.6% | +3.2% | -7.2% |
| 6M | -19.3% | -19.6% | +0.3% | -19.0% |
| YTD | -27.8% | -37.2% | +9.5% | -27.1% |
| 1Y | -35.9% | -57.1% | +21.1% | -34.9% |
| 3Y | -1.9% | +178.2% | -180.2% | -3.9% |
| All | +4.3% | -28.2% | +32.5% | +2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling