+123.8%
STX vs KWEB
-34.1%
+157.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.5% | -12.6% | -10.1% |
| 7D | -20.2% | +5.8% | -26.0% | -22.5% |
| 30D | -37.2% | -1.0% | -36.2% | -36.7% |
| 3M | -34.1% | -15.8% | -18.2% | -28.1% |
| 6M | -24.5% | -14.9% | -9.5% | -17.5% |
| YTD | +102.9% | -28.6% | +131.5% | +167.4% |
| 1Y | +123.8% | -33.9% | +157.7% | +246.6% |
| All | +123.8% | -34.1% | +157.9% | +246.6% |
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