-34.2%
KWEB vs MAS
-6.0%
-28.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -2.1% |
| 7D | -3.6% | -2.2% | -1.4% | -3.4% |
| 30D | -14.9% | -6.7% | -8.2% | -14.4% |
| 3M | -5.4% | -3.7% | -1.7% | -5.9% |
| 6M | -18.9% | +9.0% | -27.9% | -21.9% |
| YTD | -27.2% | +10.8% | -38.0% | -30.5% |
| 1Y | -34.2% | -3.8% | -30.4% | -34.7% |
| All | -34.2% | -6.0% | -28.2% | -34.7% |
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