+2,653.6%
SOXX vs KWEB
+21.1%
+2,632.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.6% |
| 7D | +1.4% | -5.6% | +7.0% | +3.7% |
| 30D | -3.6% | -10.7% | +7.1% | +0.8% |
| 3M | -10.2% | -7.4% | -2.7% | -7.8% |
| 6M | +54.2% | -19.3% | +73.6% | +67.3% |
| YTD | +75.2% | -27.8% | +103.0% | +98.6% |
| 1Y | +107.5% | -35.9% | +143.4% | +146.9% |
| 3Y | +226.8% | -1.9% | +228.7% | +216.7% |
| 5Y | +251.2% | -43.2% | +294.4% | +295.0% |
| 10Y | +1,567.6% | -21.2% | +1,588.8% | +1,437.1% |
| All | +2,653.6% | +21.1% | +2,632.5% | +2,011.3% |
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