+15,252.3%
SOXL vs KWEB
+21.1%
+15,231.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.7% | +4.6% | +4.5% |
| 7D | +3.9% | -5.6% | +9.4% | +10.9% |
| 30D | -14.3% | -10.7% | -3.6% | -2.5% |
| 3M | -45.6% | -7.4% | -38.2% | -41.9% |
| 6M | +117.2% | -19.3% | +136.5% | +182.2% |
| YTD | +189.8% | -27.8% | +217.6% | +337.1% |
| 1Y | +317.7% | -35.9% | +353.7% | +650.2% |
| 3Y | +478.6% | -1.9% | +480.6% | +521.0% |
| 5Y | +169.5% | -43.2% | +212.7% | +385.9% |
| 10Y | +5,222.1% | -21.2% | +5,243.2% | +8,974.2% |
| All | +15,252.3% | +21.1% | +15,231.2% | +16,708.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling