+28.0%
NBIS vs KWEB
-34.1%
+62.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.5% | -11.1% | -9.9% |
| 7D | -22.4% | +5.8% | -28.2% | -25.9% |
| 30D | -39.1% | -1.0% | -38.2% | -38.5% |
| 3M | -37.3% | -15.8% | -21.5% | -27.7% |
| 6M | -19.8% | -14.9% | -4.8% | -7.9% |
| YTD | +69.1% | -28.6% | +97.6% | +157.5% |
| 1Y | +28.0% | -33.9% | +62.0% | +129.2% |
| All | +28.0% | -34.1% | +62.1% | +129.2% |
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