+282.3%
SWKS vs KWEB
+28.2%
+254.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.0% | +1.5% | +2.7% |
| 7D | +12.5% | -1.0% | +13.5% | +13.0% |
| 30D | +10.5% | -8.7% | +19.2% | +14.6% |
| 3M | -7.4% | -4.0% | -3.4% | -6.1% |
| 6M | +32.7% | -13.1% | +45.8% | +39.2% |
| YTD | +19.2% | -23.5% | +42.7% | +31.6% |
| 1Y | +2.4% | -27.2% | +29.5% | +15.4% |
| 3Y | -25.6% | -2.1% | -23.5% | -29.5% |
| 5Y | -53.4% | -40.8% | -12.6% | -48.9% |
| 10Y | +23.2% | -17.5% | +40.6% | +6.1% |
| All | +282.3% | +28.2% | +254.1% | +179.3% |
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