+352.7%
SWKS vs KWEB
+16.5%
+336.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.6% | +7.6% | +6.6% |
| 7D | +5.7% | -2.7% | +8.4% | +6.8% |
| 30D | +17.3% | -4.4% | +21.7% | +19.1% |
| 3M | +28.3% | -15.7% | +44.0% | +36.5% |
| 6M | +26.1% | -20.0% | +46.1% | +36.4% |
| YTD | +41.1% | -30.5% | +71.6% | +61.0% |
| 1Y | +31.4% | -36.6% | +68.0% | +55.8% |
| 3Y | +7.3% | -1.7% | +9.0% | +0.6% |
| 5Y | -37.7% | -45.0% | +7.3% | -29.5% |
| 10Y | +46.0% | -19.8% | +65.9% | +25.6% |
| All | +352.7% | +16.5% | +336.1% | +241.5% |
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