-1.2%
KWEB vs SUI
+10.9%
-12.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.1% |
| 7D | -3.6% | -4.3% | +0.7% | -3.0% |
| 30D | -14.9% | -2.1% | -12.8% | -14.7% |
| 3M | -5.4% | -6.1% | +0.7% | -4.7% |
| 6M | -18.9% | -12.8% | -6.1% | -17.4% |
| YTD | -27.2% | -4.6% | -22.6% | -26.9% |
| 1Y | -34.2% | -7.7% | -26.5% | -33.6% |
| All | -1.2% | +10.9% | -12.1% | -8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling