-35.9%
KWEB vs MGY
+19.8%
-55.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.5% |
| 7D | -5.1% | +3.1% | -8.1% | -4.9% |
| 30D | -8.4% | +5.3% | -13.7% | -8.2% |
| 3M | -6.6% | +0.7% | -7.4% | -6.6% |
| 6M | -18.0% | -5.1% | -12.9% | -19.0% |
| YTD | -27.4% | +28.6% | -56.0% | -34.3% |
| All | -35.9% | +19.8% | -55.7% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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