-37.3%
KWEB vs SUI
-3.0%
-34.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | 0.0% |
| 7D | -7.8% | -1.5% | -6.4% | -7.7% |
| 30D | -6.4% | +3.7% | -10.2% | -6.8% |
| 3M | -14.6% | -0.4% | -14.2% | -14.9% |
| 6M | -25.0% | -2.8% | -22.3% | -25.6% |
| YTD | -32.7% | -1.6% | -31.0% | -32.2% |
| 1Y | -37.3% | -2.1% | -35.3% | -36.6% |
| All | -37.3% | -3.0% | -34.3% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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