-27.2%
KWEB vs NVT
+73.8%
-100.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +1.7% |
| 7D | -1.0% | +5.1% | -6.1% | -1.7% |
| 30D | -8.7% | -3.7% | -5.0% | -8.4% |
| 3M | -4.0% | -10.1% | +6.2% | -2.7% |
| 6M | -13.1% | +37.5% | -50.6% | -20.4% |
| YTD | -23.5% | +53.7% | -77.2% | -31.8% |
| 1Y | -27.2% | +70.9% | -98.0% | -36.5% |
| All | -27.2% | +73.8% | -100.9% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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