+5.3%
SWKS vs KWEB
-33.5%
+38.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +2.2% |
| 7D | +6.8% | -3.6% | +10.4% | +7.8% |
| 30D | +11.3% | -14.9% | +26.2% | +16.5% |
| 3M | +4.1% | -5.4% | +9.5% | +5.5% |
| 6M | +39.7% | -18.9% | +58.5% | +48.9% |
| YTD | +23.2% | -27.2% | +50.4% | +38.0% |
| 1Y | +5.3% | -34.2% | +39.5% | +27.9% |
| All | +5.3% | -33.5% | +38.8% | +27.9% |
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