+342.7%
SYK vs KWEB
+20.3%
+322.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.7% |
| 7D | -12.3% | -4.3% | -8.0% | -11.6% |
| 30D | -22.4% | -13.0% | -9.5% | -20.5% |
| 3M | -12.3% | -7.6% | -4.8% | -11.2% |
| 6M | -24.3% | -21.1% | -3.2% | -21.4% |
| YTD | -22.8% | -28.2% | +5.5% | -18.6% |
| 1Y | -28.8% | -34.9% | +6.1% | -23.8% |
| 3Y | -4.0% | -0.8% | -3.2% | -7.0% |
| 5Y | +3.8% | -43.6% | +47.4% | +8.2% |
| 10Y | +172.8% | -21.7% | +194.5% | +145.3% |
| All | +342.7% | +20.3% | +322.4% | +252.4% |
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