-87.2%
SOXS vs KWEB
-33.1%
-54.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.2% | +1.8% | +37.4% | +41.6% |
| 7D | +94.9% | +8.6% | +86.2% | +116.4% |
| 30D | +174.1% | +0.9% | +173.2% | +171.5% |
| 3M | +82.4% | -13.2% | +95.7% | +39.2% |
| 6M | -27.7% | -13.2% | -14.5% | -45.8% |
| YTD | -86.6% | -27.3% | -59.3% | -92.1% |
| 1Y | -87.2% | -33.2% | -53.9% | -93.9% |
| All | -87.2% | -33.1% | -54.1% | -93.9% |
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 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