+16.8%
NXPI vs KWEB
-45.1%
+61.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +1.8% |
| 7D | +0.7% | -4.3% | +5.0% | +2.0% |
| 30D | -4.2% | -13.0% | +8.8% | -0.2% |
| 3M | -20.4% | -7.6% | -12.9% | -18.8% |
| 6M | +12.5% | -21.1% | +33.6% | +20.3% |
| YTD | +5.2% | -28.2% | +33.5% | +15.6% |
| 1Y | +5.1% | -34.9% | +40.0% | +18.9% |
| 3Y | +17.7% | -0.8% | +18.4% | +15.9% |
| 5Y | +16.8% | -43.6% | +60.4% | +30.0% |
| All | +16.8% | -45.1% | +61.9% | +30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling