+171.9%
SAP vs KWEB
-19.7%
+191.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | -4.1% | -5.6% | +1.5% | -2.7% |
| 30D | +1.1% | -10.7% | +11.8% | +3.8% |
| 3M | +26.1% | -7.4% | +33.5% | +28.4% |
| 6M | +9.8% | -19.3% | +29.1% | +15.2% |
| YTD | -13.6% | -27.8% | +14.2% | -7.1% |
| 1Y | -18.7% | -35.9% | +17.3% | -10.2% |
| 3Y | +54.1% | -1.9% | +56.1% | +49.3% |
| 5Y | +54.7% | -43.2% | +97.9% | +66.3% |
| All | +171.9% | -19.7% | +191.6% | +131.2% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling