+1,007.3%
NOW vs KWEB
+16.5%
+990.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.6% | +4.8% | +3.8% |
| 7D | -5.6% | -2.7% | -2.9% | -4.6% |
| 30D | -26.8% | -4.4% | -22.4% | -25.5% |
| 3M | -19.4% | -15.7% | -3.7% | -14.0% |
| 6M | +12.3% | -20.0% | +32.3% | +22.0% |
| YTD | -32.9% | -30.5% | -2.4% | -23.5% |
| 1Y | -40.3% | -36.6% | -3.7% | -29.3% |
| 3Y | -19.1% | -1.7% | -17.4% | -24.8% |
| 5Y | -24.4% | -45.0% | +20.6% | -14.8% |
| 10Y | +521.8% | -19.8% | +541.6% | +380.1% |
| All | +1,007.3% | +16.5% | +990.8% | +539.8% |
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