-40.9%
SE vs KWEB
-27.0%
-13.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -2.9% | -2.1% |
| 7D | -6.1% | -1.0% | -5.1% | -5.5% |
| 30D | -2.5% | -8.7% | +6.3% | +2.4% |
| 3M | +21.7% | -4.0% | +25.7% | +23.3% |
| 6M | +27.0% | -13.1% | +40.1% | +35.9% |
| YTD | -12.1% | -23.5% | +11.4% | +1.4% |
| 1Y | -40.9% | -27.2% | -13.8% | -29.1% |
| All | -40.9% | -27.0% | -13.9% | -29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling