+282.9%
SPGI vs KWEB
-19.7%
+302.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | -7.4% | -5.6% | -1.8% | -6.4% |
| 30D | +0.4% | -10.7% | +11.0% | +2.5% |
| 3M | +5.3% | -7.4% | +12.7% | +6.7% |
| 6M | +1.7% | -19.3% | +21.0% | +5.4% |
| YTD | -16.4% | -27.8% | +11.4% | -11.5% |
| 1Y | -20.5% | -35.9% | +15.4% | -14.2% |
| 3Y | +14.2% | -1.9% | +16.2% | +10.7% |
| 5Y | +0.6% | -43.2% | +43.8% | +6.8% |
| All | +282.9% | -19.7% | +302.6% | +225.3% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling