+1,022.8%
NBIS vs KWEB
-15.4%
+1,038.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.2% | -2.1% |
| 7D | -0.8% | -5.6% | +4.8% | +3.6% |
| 30D | -13.4% | -10.7% | -2.7% | -5.4% |
| 3M | +1.0% | -7.4% | +8.5% | +4.9% |
| 6M | +100.5% | -19.3% | +119.8% | +136.1% |
| YTD | +168.3% | -27.8% | +196.0% | +252.0% |
| 1Y | +151.8% | -35.9% | +187.7% | +264.9% |
| All | +1,022.8% | -15.4% | +1,038.2% | +1,427.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling