-35.9%
KWEB vs MOH
+4.9%
-40.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.7% |
| 7D | -5.6% | +1.7% | -7.3% | -5.5% |
| 30D | -10.7% | -0.9% | -9.8% | -10.7% |
| 3M | -7.4% | +5.7% | -13.1% | -7.2% |
| 6M | -19.3% | +39.1% | -58.4% | -18.4% |
| YTD | -27.8% | +17.7% | -45.4% | -27.0% |
| 1Y | -35.9% | +8.4% | -44.3% | -35.1% |
| All | -35.9% | +4.9% | -40.9% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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