+12.2%
KWEB vs SUI
+283.1%
-270.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -0.2% |
| 7D | -7.8% | -1.5% | -6.4% | -7.4% |
| 30D | -6.4% | +3.7% | -10.2% | -7.5% |
| 3M | -14.6% | -0.4% | -14.2% | -14.6% |
| 6M | -25.0% | -2.8% | -22.3% | -24.7% |
| YTD | -32.7% | -1.6% | -31.0% | -32.8% |
| 1Y | -37.3% | -2.1% | -35.3% | -37.4% |
| 3Y | -5.9% | +18.5% | -24.4% | -13.2% |
| 5Y | -47.1% | -26.5% | -20.6% | -44.5% |
| 10Y | -22.3% | +121.6% | -144.0% | -41.2% |
| All | +12.2% | +283.1% | -270.9% | -32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling