-35.9%
KWEB vs MKSI
+142.7%
-178.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | +0.4% |
| 7D | -5.6% | +2.7% | -8.3% | -5.9% |
| 30D | -10.7% | -12.8% | +2.1% | -9.2% |
| 3M | -7.4% | -22.5% | +15.1% | -6.1% |
| 6M | -19.3% | +19.4% | -38.7% | -26.7% |
| YTD | -27.8% | +67.7% | -95.5% | -39.8% |
| 1Y | -35.9% | +131.4% | -167.3% | -50.0% |
| All | -35.9% | +142.7% | -178.6% | -50.0% |
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