-22.5%
KWEB vs NDAQ
+368.2%
-390.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.2% | +0.9% |
| 7D | -5.6% | -5.6% | 0.0% | -3.2% |
| 30D | -10.7% | -4.4% | -6.3% | -9.1% |
| 3M | -7.4% | +5.9% | -13.3% | -10.1% |
| 6M | -19.3% | +7.7% | -27.1% | -22.6% |
| YTD | -27.8% | -5.2% | -22.6% | -27.0% |
| 1Y | -35.9% | -3.4% | -32.6% | -36.0% |
| 3Y | -1.9% | +85.6% | -87.6% | -29.6% |
| 5Y | -43.2% | +49.5% | -92.7% | -55.5% |
| All | -22.5% | +368.2% | -390.7% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling