-51.2%
SWKS vs KWEB
-44.1%
-7.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.6% | +4.5% | +2.6% |
| 7D | +11.8% | -1.3% | +13.1% | +12.2% |
| 30D | +6.7% | -11.5% | +18.3% | +10.3% |
| 3M | 0.0% | -2.9% | +2.9% | +0.6% |
| 6M | +38.7% | -14.6% | +53.4% | +44.1% |
| YTD | +21.4% | -25.5% | +46.9% | +30.9% |
| 1Y | +2.9% | -31.1% | +34.0% | +13.5% |
| 3Y | -16.4% | +3.0% | -19.4% | -19.8% |
| 5Y | -51.2% | -42.6% | -8.6% | -47.7% |
| All | -51.2% | -44.1% | -7.1% | -47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling