+3,472.3%
STX vs KWEB
+28.2%
+3,444.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.0% | +4.3% | +5.8% |
| 7D | +2.4% | -1.0% | +3.4% | +2.7% |
| 30D | +1.4% | -8.7% | +10.1% | +3.9% |
| 3M | -8.2% | -4.0% | -4.2% | -7.6% |
| 6M | +127.0% | -13.1% | +140.2% | +135.2% |
| YTD | +209.1% | -23.5% | +232.6% | +233.0% |
| 1Y | +365.4% | -27.2% | +392.6% | +409.5% |
| 3Y | +1,135.4% | -2.1% | +1,137.5% | +1,104.3% |
| 5Y | +991.5% | -40.8% | +1,032.3% | +1,074.0% |
| 10Y | +3,695.8% | -17.5% | +3,713.3% | +3,127.0% |
| All | +3,472.3% | +28.2% | +3,444.1% | +2,373.7% |
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