+21.3%
KWEB vs NDAQ
+962.6%
-941.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.9% |
| 7D | -3.6% | -1.6% | -2.0% | -3.0% |
| 30D | -14.9% | -1.5% | -13.4% | -14.5% |
| 3M | -5.4% | +8.0% | -13.5% | -9.0% |
| 6M | -18.9% | +7.7% | -26.6% | -22.2% |
| YTD | -27.2% | -2.3% | -24.9% | -27.4% |
| 1Y | -34.2% | +0.6% | -34.8% | -35.4% |
| 3Y | +0.6% | +90.9% | -90.3% | -28.5% |
| 5Y | -43.5% | +52.5% | -95.9% | -56.0% |
| 10Y | -20.6% | +380.3% | -400.9% | -64.7% |
| All | +21.3% | +962.6% | -941.3% | -60.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling