-33.9%
KWEB vs MAS
+40.8%
-74.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.6% | -1.2% | +4.0% |
| 7D | +5.8% | +14.2% | -8.4% | +4.7% |
| 30D | -1.0% | +26.8% | -27.8% | -2.8% |
| 3M | -15.8% | +13.1% | -28.9% | -16.8% |
| 6M | -14.9% | +27.9% | -42.9% | -17.5% |
| YTD | -28.6% | +38.7% | -67.2% | -32.3% |
| 1Y | -33.9% | +40.4% | -74.3% | -37.6% |
| All | -33.9% | +40.8% | -74.7% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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