+11.3%
SBUX vs KWEB
-2.3%
+13.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.1% | -0.6% |
| 7D | -5.5% | -5.6% | +0.1% | -4.5% |
| 30D | -8.5% | -10.7% | +2.2% | -6.7% |
| 3M | -2.9% | -7.4% | +4.5% | -1.8% |
| 6M | -1.5% | -19.3% | +17.8% | +2.0% |
| YTD | +19.4% | -27.8% | +47.1% | +26.0% |
| 1Y | +22.9% | -35.9% | +58.9% | +32.4% |
| 3Y | +11.3% | -1.9% | +13.2% | +9.3% |
| All | +11.3% | -2.3% | +13.6% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling