+20.4%
KWEB vs NVMI
+3,963.5%
-3,943.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.1% |
| 7D | -5.6% | -0.1% | -5.5% | -5.6% |
| 30D | -10.7% | -8.4% | -2.3% | -8.3% |
| 3M | -7.4% | -33.6% | +26.1% | +4.2% |
| 6M | -19.3% | -14.7% | -4.6% | -18.8% |
| YTD | -27.8% | +13.2% | -41.0% | -35.2% |
| 1Y | -35.9% | +29.0% | -65.0% | -45.9% |
| 3Y | -1.9% | +215.0% | -216.9% | -49.6% |
| 5Y | -43.2% | +268.6% | -311.8% | -73.5% |
| 10Y | -21.2% | +3,124.7% | -3,145.9% | -85.8% |
| All | +20.4% | +3,963.5% | -3,943.1% | -80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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