-22.5%
KWEB vs MSCI
+634.9%
-657.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.1% |
| 7D | -5.6% | -3.2% | -2.4% | -4.2% |
| 30D | -10.7% | -1.1% | -9.5% | -10.4% |
| 3M | -7.4% | -6.3% | -1.1% | -5.3% |
| 6M | -19.3% | +2.1% | -21.4% | -21.1% |
| YTD | -27.8% | -2.3% | -25.5% | -28.4% |
| 1Y | -35.9% | -3.9% | -32.0% | -36.4% |
| 3Y | -1.9% | +7.5% | -9.4% | -11.0% |
| 5Y | -43.2% | -9.8% | -33.4% | -45.9% |
| All | -22.5% | +634.9% | -657.4% | -71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling