+242.0%
SAP vs KWEB
+20.3%
+221.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.2% | -1.2% |
| 7D | -5.1% | -4.3% | -0.8% | -4.1% |
| 30D | -1.8% | -13.0% | +11.2% | +1.5% |
| 3M | +20.9% | -7.6% | +28.5% | +23.2% |
| 6M | +7.0% | -21.1% | +28.1% | +13.0% |
| YTD | -13.7% | -28.2% | +14.5% | -7.1% |
| 1Y | -19.6% | -34.9% | +15.3% | -11.4% |
| 3Y | +52.4% | -0.8% | +53.2% | +47.2% |
| 5Y | +54.4% | -43.6% | +98.0% | +63.9% |
| 10Y | +174.8% | -21.7% | +196.5% | +146.6% |
| All | +242.0% | +20.3% | +221.7% | +170.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded KWEB 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling