+59.1%
SO vs KWEB
-45.1%
+104.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.7% |
| 7D | -1.1% | -4.3% | +3.2% | -1.1% |
| 30D | -3.7% | -13.0% | +9.2% | -3.7% |
| 3M | -5.9% | -7.6% | +1.7% | -5.9% |
| 6M | -7.3% | -21.1% | +13.8% | -7.3% |
| YTD | +3.1% | -28.2% | +31.3% | +3.2% |
| 1Y | -1.0% | -34.9% | +33.9% | -0.8% |
| 3Y | +43.2% | -0.8% | +44.0% | +42.6% |
| 5Y | +59.1% | -43.6% | +102.7% | +54.9% |
| All | +59.1% | -45.1% | +104.2% | +54.9% |
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 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