+43.4%
XLK vs KWEB
-27.0%
+70.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | -0.1% |
| 7D | +0.9% | -1.0% | +1.9% | +1.2% |
| 30D | +0.7% | -8.7% | +9.5% | +4.2% |
| 3M | -2.9% | -4.0% | +1.0% | -1.5% |
| 6M | +34.3% | -13.1% | +47.4% | +41.5% |
| YTD | +30.4% | -23.5% | +53.9% | +45.0% |
| 1Y | +43.4% | -27.2% | +70.5% | +71.0% |
| All | +43.4% | -27.0% | +70.4% | +71.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling