-35.9%
KWEB vs NDAQ
-2.2%
-33.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.2% | +0.8% |
| 7D | -5.6% | -5.6% | 0.0% | -4.4% |
| 30D | -10.7% | -4.4% | -6.3% | -9.9% |
| 3M | -7.4% | +5.9% | -13.3% | -8.8% |
| 6M | -19.3% | +7.7% | -27.1% | -21.2% |
| YTD | -27.8% | -5.2% | -22.6% | -26.8% |
| 1Y | -35.9% | -3.4% | -32.6% | -35.8% |
| All | -35.9% | -2.2% | -33.8% | -35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling