+327.8%
SWKS vs KWEB
+19.7%
+308.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.7% |
| 7D | -2.7% | +4.1% | -6.9% | -4.5% |
| 30D | +8.5% | -2.5% | +11.0% | +9.3% |
| 3M | +17.3% | -15.2% | +32.5% | +24.5% |
| 6M | +25.1% | -17.7% | +42.8% | +33.9% |
| YTD | +33.3% | -28.6% | +61.9% | +50.6% |
| 1Y | +22.9% | -33.8% | +56.7% | +43.2% |
| 3Y | +5.5% | +1.2% | +4.4% | -2.2% |
| 5Y | -41.9% | -39.2% | -2.7% | -37.7% |
| 10Y | +32.4% | -20.7% | +53.1% | +14.9% |
| All | +327.8% | +19.7% | +308.1% | +219.4% |
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