+0.8%
NOW vs KWEB
-42.3%
+43.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.7% |
| 7D | -4.1% | -3.6% | -0.5% | -3.2% |
| 30D | +2.9% | -14.9% | +17.8% | +7.1% |
| 3M | +22.6% | -5.4% | +28.0% | +24.4% |
| 6M | +7.5% | -18.9% | +26.4% | +13.0% |
| YTD | -14.4% | -27.2% | +12.8% | -7.9% |
| 1Y | -29.8% | -34.2% | +4.4% | -22.5% |
| 3Y | +9.2% | +0.6% | +8.6% | +4.5% |
| 5Y | +0.8% | -43.5% | +44.3% | +9.0% |
| All | +0.8% | -42.3% | +43.2% | +9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling