+22.6%
NVDA vs KWEB
-16.7%
+39.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | 0.0% |
| 7D | -0.3% | -3.6% | +3.3% | +1.1% |
| 30D | +2.8% | -14.9% | +17.7% | +9.6% |
| 3M | +7.4% | -5.4% | +12.9% | +8.7% |
| 6M | +22.6% | -18.9% | +41.5% | +37.0% |
| All | +22.6% | -16.7% | +39.3% | +37.0% |
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 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