+1,422.2%
NOW vs KWEB
+28.2%
+1,394.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -5.0% | -3.8% |
| 7D | -2.4% | -1.0% | -1.4% | -2.1% |
| 30D | +20.5% | -8.7% | +29.2% | +24.8% |
| 3M | +18.3% | -4.0% | +22.3% | +20.3% |
| 6M | +24.1% | -13.1% | +37.2% | +30.4% |
| YTD | -7.8% | -23.5% | +15.7% | +1.4% |
| 1Y | -21.4% | -27.2% | +5.8% | -12.0% |
| 3Y | +19.5% | -2.1% | +21.7% | +11.6% |
| 5Y | +4.1% | -40.8% | +44.9% | +12.9% |
| 10Y | +826.4% | -17.5% | +843.9% | +621.0% |
| All | +1,422.2% | +28.2% | +1,394.0% | +748.0% |
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 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