-27.2%
KWEB vs MDY
+17.9%
-45.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +1.9% |
| 7D | -1.0% | +0.1% | -1.2% | -1.1% |
| 30D | -8.7% | -1.5% | -7.2% | -7.8% |
| 3M | -4.0% | +0.8% | -4.7% | -4.8% |
| 6M | -13.1% | +7.4% | -20.6% | -18.6% |
| YTD | -23.5% | +15.2% | -38.7% | -32.6% |
| 1Y | -27.2% | +16.5% | -43.7% | -36.5% |
| All | -27.2% | +17.9% | -45.1% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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