+87.6%
SMH vs KWEB
-35.0%
+122.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.1% |
| 7D | +0.3% | -5.6% | +5.8% | +3.4% |
| 30D | -2.8% | -10.7% | +7.9% | +3.4% |
| 3M | -6.7% | -7.4% | +0.7% | -3.2% |
| 6M | +41.8% | -19.3% | +61.1% | +61.2% |
| YTD | +57.9% | -27.8% | +85.6% | +92.8% |
| 1Y | +87.6% | -35.9% | +123.6% | +149.8% |
| All | +87.6% | -35.0% | +122.6% | +149.8% |
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