-14.7%
SHOP vs KWEB
-45.1%
+30.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.2% | +0.6% |
| 7D | -13.2% | -4.3% | -8.9% | -10.9% |
| 30D | -17.0% | -13.0% | -4.0% | -10.3% |
| 3M | +17.0% | -7.6% | +24.6% | +22.0% |
| 6M | -2.1% | -21.1% | +19.0% | +11.0% |
| YTD | -21.4% | -28.2% | +6.9% | -5.9% |
| 1Y | -11.0% | -34.9% | +23.9% | +12.8% |
| 3Y | +100.9% | -0.8% | +101.7% | +85.2% |
| 5Y | -14.7% | -43.6% | +28.9% | +12.8% |
| All | -14.7% | -45.1% | +30.4% | +12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling