+42.3%
SWKS vs KWEB
-22.5%
+64.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +2.5% |
| 7D | +6.8% | -3.6% | +10.4% | +8.3% |
| 30D | +11.3% | -14.9% | +26.2% | +18.5% |
| 3M | +4.1% | -5.4% | +9.5% | +6.0% |
| 6M | +39.7% | -18.9% | +58.5% | +50.4% |
| YTD | +23.2% | -27.2% | +50.4% | +38.4% |
| 1Y | +5.3% | -34.2% | +39.5% | +23.1% |
| 3Y | -15.1% | +0.6% | -15.7% | -20.6% |
| 5Y | -50.3% | -43.5% | -6.8% | -43.0% |
| 10Y | +42.3% | -20.6% | +62.9% | +17.1% |
| All | +42.3% | -22.5% | +64.8% | +17.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling