-2.6%
KWEB vs NDAQ
+85.5%
-88.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +1.0% | -0.8% |
| 7D | -4.3% | -6.8% | +2.5% | -2.7% |
| 30D | -13.0% | -3.2% | -9.8% | -12.4% |
| 3M | -7.6% | +6.5% | -14.0% | -9.2% |
| 6M | -21.1% | +5.7% | -26.9% | -22.6% |
| YTD | -28.2% | -4.6% | -23.6% | -27.7% |
| 1Y | -34.9% | -1.6% | -33.3% | -35.0% |
| All | -2.6% | +85.5% | -88.1% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling