-31.7%
NKE vs KWEB
-34.1%
+2.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.5% | +0.8% | +4.1% |
| 7D | +9.0% | +5.8% | +3.2% | +7.5% |
| 30D | +19.2% | -1.0% | +20.2% | +19.3% |
| 3M | -1.5% | -15.8% | +14.3% | +2.1% |
| 6M | -4.2% | -14.9% | +10.7% | -1.7% |
| YTD | -34.8% | -28.6% | -6.2% | -30.7% |
| 1Y | -31.7% | -33.9% | +2.2% | -26.4% |
| All | -31.7% | -34.1% | +2.4% | -26.4% |
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 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