-42.2%
KWEB vs SUI
-32.6%
-9.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.2% | -2.2% |
| 7D | -1.3% | -3.1% | +1.8% | -0.3% |
| 30D | -11.5% | -2.3% | -9.2% | -10.9% |
| 3M | -2.9% | -2.8% | -0.1% | -2.2% |
| 6M | -14.6% | -12.4% | -2.3% | -11.1% |
| YTD | -25.5% | -3.3% | -22.2% | -25.2% |
| 1Y | -31.1% | -5.8% | -25.3% | -30.3% |
| 3Y | +3.0% | +12.5% | -9.5% | -7.1% |
| All | -42.2% | -32.6% | -9.6% | -37.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling