+597.0%
SE vs KWEB
-46.3%
+643.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.6% | +3.8% | +2.9% |
| 7D | +0.6% | -1.3% | +1.9% | +1.4% |
| 30D | -0.1% | -11.5% | +11.4% | +8.3% |
| 3M | +34.1% | -2.9% | +37.0% | +36.1% |
| 6M | +23.2% | -14.6% | +37.9% | +36.4% |
| YTD | -11.2% | -25.5% | +14.4% | +7.9% |
| 1Y | -40.5% | -31.1% | -9.4% | -24.0% |
| 3Y | +196.3% | +3.0% | +193.3% | +160.1% |
| 5Y | -67.0% | -42.6% | -24.4% | -56.6% |
| All | +597.0% | -46.3% | +643.3% | +864.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling