+70.7%
NFLX vs KWEB
-2.9%
+73.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.3% | +0.2% |
| 7D | -8.1% | -4.3% | -3.7% | -7.4% |
| 30D | +1.6% | -13.0% | +14.6% | +3.9% |
| 3M | -7.3% | -7.6% | +0.3% | -6.2% |
| 6M | -21.6% | -21.1% | -0.5% | -18.8% |
| YTD | -18.9% | -28.2% | +9.3% | -14.9% |
| 1Y | -39.1% | -34.9% | -4.2% | -35.1% |
| All | +70.7% | -2.9% | +73.6% | +63.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling