-33.2%
KWEB vs SU
+74.1%
-107.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.1% | +5.9% | +1.2% |
| 7D | +8.6% | -11.0% | +19.7% | +7.1% |
| 30D | +0.9% | +1.2% | -0.3% | +0.8% |
| 3M | -13.2% | +10.6% | -23.9% | -12.6% |
| 6M | -13.2% | +0.5% | -13.7% | -14.2% |
| YTD | -27.3% | +58.9% | -86.2% | -30.8% |
| 1Y | -33.2% | +71.0% | -104.3% | -36.9% |
| All | -33.2% | +74.1% | -107.4% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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