-32.5%
NVDL vs KWEB
-33.1%
+0.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.6% | +1.8% | -20.4% | -20.0% |
| 7D | -28.8% | +8.6% | -37.4% | -34.1% |
| 30D | -44.0% | +0.9% | -44.9% | -44.6% |
| 3M | -35.6% | -13.2% | -22.4% | -27.0% |
| 6M | -25.3% | -13.2% | -12.1% | -15.9% |
| YTD | -23.3% | -27.3% | +4.0% | +4.6% |
| 1Y | -32.5% | -33.2% | +0.7% | +3.5% |
| All | -32.5% | -33.1% | +0.6% | +3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling