+181.6%
SE vs KWEB
-2.9%
+184.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.4% | -0.3% |
| 7D | -4.8% | -4.3% | -0.5% | -3.0% |
| 30D | -18.1% | -13.0% | -5.1% | -12.9% |
| 3M | +30.6% | -7.6% | +38.2% | +34.7% |
| 6M | +20.8% | -21.1% | +41.9% | +33.4% |
| YTD | -15.6% | -28.2% | +12.6% | -3.0% |
| 1Y | -44.2% | -34.9% | -9.3% | -33.4% |
| All | +181.6% | -2.9% | +184.5% | +182.2% |
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 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