+19.5%
SNPS vs KWEB
-45.1%
+64.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.3% |
| 7D | -4.6% | -4.3% | -0.3% | -3.6% |
| 30D | -3.3% | -13.0% | +9.7% | -0.2% |
| 3M | -13.8% | -7.6% | -6.2% | -12.3% |
| 6M | -8.2% | -21.1% | +12.9% | -3.1% |
| YTD | -15.4% | -28.2% | +12.8% | -8.8% |
| 1Y | +2.4% | -34.9% | +37.3% | +13.0% |
| 3Y | -13.5% | -0.8% | -12.7% | -14.7% |
| 5Y | +19.5% | -43.6% | +63.0% | +24.6% |
| All | +19.5% | -45.1% | +64.5% | +24.6% |
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