-73.1%
SMR vs KWEB
-27.0%
-46.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.5% | -2.9% |
| 7D | +4.4% | -1.0% | +5.4% | +5.6% |
| 30D | +3.4% | -8.7% | +12.1% | +14.2% |
| 3M | -19.2% | -4.0% | -15.2% | -16.6% |
| 6M | -22.6% | -13.1% | -9.5% | -7.5% |
| YTD | -31.5% | -23.5% | -8.1% | -1.7% |
| 1Y | -73.1% | -27.2% | -45.9% | -55.3% |
| All | -73.1% | -27.0% | -46.0% | -55.3% |
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