+12.3%
NOW vs KWEB
-19.8%
+32.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.6% | +4.8% | +3.7% |
| 7D | -5.6% | -2.7% | -2.9% | -4.8% |
| 30D | -26.8% | -4.4% | -22.4% | -25.7% |
| 3M | -19.4% | -15.7% | -3.7% | -13.7% |
| 6M | +12.3% | -20.0% | +32.3% | +14.1% |
| All | +12.3% | -19.8% | +32.1% | +14.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling