+357.4%
SOXL vs KWEB
-27.0%
+384.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.0% | +7.9% | +6.3% |
| 7D | +5.3% | -1.0% | +6.4% | +7.4% |
| 30D | -11.2% | -8.7% | -2.5% | +3.2% |
| 3M | -55.4% | -4.0% | -51.4% | -52.7% |
| 6M | +107.1% | -13.1% | +120.3% | +176.3% |
| YTD | +179.0% | -23.5% | +202.5% | +397.4% |
| 1Y | +357.4% | -27.2% | +384.5% | +1,100.8% |
| All | +357.4% | -27.0% | +384.4% | +1,100.8% |
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