-11.2%
SHOP vs KWEB
-35.0%
+23.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +1.3% |
| 7D | -11.2% | -5.6% | -5.7% | -7.9% |
| 30D | -14.4% | -10.7% | -3.7% | -8.4% |
| 3M | +16.6% | -7.4% | +24.0% | +21.3% |
| 6M | -0.6% | -19.3% | +18.8% | +13.1% |
| YTD | -20.0% | -27.8% | +7.8% | +1.5% |
| 1Y | -11.2% | -35.9% | +24.7% | +27.8% |
| All | -11.2% | -35.0% | +23.8% | +27.8% |
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