+55.9%
SOXL vs KWEB
-34.1%
+90.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.5% | -13.3% | -15.3% |
| 7D | -37.9% | +5.8% | -43.7% | -43.7% |
| 30D | -59.4% | -1.0% | -58.4% | -58.8% |
| 3M | -52.3% | -15.8% | -36.5% | -37.4% |
| 6M | -47.7% | -14.9% | -32.8% | -30.8% |
| YTD | +58.8% | -28.6% | +87.3% | +207.7% |
| 1Y | +55.9% | -33.9% | +89.8% | +285.4% |
| All | +55.9% | -34.1% | +90.0% | +285.4% |
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