-17.1%
KWEB vs NXT
+173.5%
-190.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.4% |
| 7D | -5.6% | -1.9% | -3.7% | -5.3% |
| 30D | -10.7% | -20.0% | +9.4% | -8.2% |
| 3M | -7.4% | -30.7% | +23.3% | -3.4% |
| 6M | -19.3% | -29.0% | +9.6% | -17.0% |
| YTD | -27.8% | -4.8% | -22.9% | -28.8% |
| 1Y | -35.9% | +22.8% | -58.7% | -39.3% |
| 3Y | -1.9% | +93.9% | -95.9% | -16.7% |
| All | -17.1% | +173.5% | -190.6% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 5y: compounded portfolio wealth divided by compounded NXT 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…
5y analysis · Full analysis span regression · 6 months rolling