+43.4%
SMH vs KWEB
-34.1%
+77.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.5% | -7.2% | -4.8% |
| 7D | -11.2% | +5.8% | -17.0% | -13.6% |
| 30D | -20.4% | -1.0% | -19.5% | -20.0% |
| 3M | -12.4% | -15.8% | +3.4% | -4.2% |
| 6M | -0.5% | -14.9% | +14.4% | +8.7% |
| YTD | +40.0% | -28.6% | +68.6% | +70.5% |
| 1Y | +43.4% | -33.9% | +77.3% | +86.9% |
| All | +43.4% | -34.1% | +77.5% | +86.9% |
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