-27.2%
KWEB vs MKSI
+162.5%
-189.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.3% | -2.3% | +1.4% |
| 7D | -1.0% | +1.8% | -2.8% | -1.3% |
| 30D | -8.7% | -16.8% | +8.1% | -6.7% |
| 3M | -4.0% | -21.1% | +17.1% | -3.4% |
| 6M | -13.1% | +10.8% | -24.0% | -20.1% |
| YTD | -23.5% | +63.3% | -86.8% | -36.2% |
| 1Y | -27.2% | +157.0% | -184.1% | -42.2% |
| All | -27.2% | +162.5% | -189.7% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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