+20.2%
XLK vs KWEB
-34.3%
+54.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.5% | -4.5% | -1.5% |
| 7D | -7.6% | +5.8% | -13.4% | -9.4% |
| 30D | -12.2% | -1.0% | -11.2% | -11.8% |
| 3M | -5.5% | -15.8% | +10.4% | +0.8% |
| 6M | +9.2% | -14.9% | +24.1% | +15.7% |
| YTD | +23.0% | -28.6% | +51.6% | +40.3% |
| All | +20.2% | -34.3% | +54.5% | +44.9% |
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