+629.5%
NXPI vs KWEB
+24.8%
+604.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -0.7% |
| 7D | +0.7% | -1.3% | +1.9% | +1.2% |
| 30D | -6.6% | -11.5% | +4.9% | -1.9% |
| 3M | -25.4% | -2.9% | -22.5% | -24.8% |
| 6M | +11.9% | -14.6% | +26.6% | +18.6% |
| YTD | +4.0% | -25.5% | +29.5% | +16.5% |
| 1Y | +1.0% | -31.1% | +32.1% | +16.8% |
| 3Y | +16.3% | +3.0% | +13.4% | +10.0% |
| 5Y | +17.7% | -42.6% | +60.3% | +32.2% |
| 10Y | +195.8% | -21.1% | +217.0% | +156.9% |
| All | +629.5% | +24.8% | +604.7% | +401.9% |
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