-33.9%
KWEB vs NVTS
-9.1%
-24.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +9.0% | -4.5% | +4.0% |
| 7D | +5.8% | -0.3% | +6.1% | +5.7% |
| 30D | -1.0% | -24.4% | +23.4% | +0.1% |
| 3M | -15.8% | -26.5% | +10.7% | -14.9% |
| 6M | -14.9% | -41.4% | +26.5% | -15.0% |
| YTD | -28.6% | +30.7% | -59.2% | -36.0% |
| 1Y | -33.9% | -10.8% | -23.1% | -39.2% |
| All | -33.9% | -9.1% | -24.9% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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