+96.2%
SMH vs KWEB
-27.0%
+123.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.0% | +0.6% | +1.5% |
| 7D | +2.5% | -1.0% | +3.5% | +3.1% |
| 30D | -0.5% | -8.7% | +8.3% | +4.5% |
| 3M | -9.6% | -4.0% | -5.7% | -7.7% |
| 6M | +42.1% | -13.1% | +55.2% | +54.3% |
| YTD | +57.4% | -23.5% | +80.9% | +85.6% |
| 1Y | +96.2% | -27.2% | +123.4% | +157.0% |
| All | +96.2% | -27.0% | +123.3% | +157.0% |
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