+248.8%
NBIS vs KWEB
-27.0%
+275.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.0% | +5.5% | +5.5% |
| 7D | +8.2% | -1.0% | +9.3% | +9.4% |
| 30D | +3.4% | -8.7% | +12.1% | +12.3% |
| 3M | -12.8% | -4.0% | -8.8% | -10.9% |
| 6M | +131.5% | -13.1% | +144.7% | +168.0% |
| YTD | +170.5% | -23.5% | +194.0% | +290.1% |
| 1Y | +248.8% | -27.2% | +275.9% | +408.1% |
| All | +248.8% | -27.0% | +275.8% | +408.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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