+24.1%
KWEB vs MSCI
+1,649.3%
-1,625.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.8% | +1.1% | -0.9% |
| 7D | -1.3% | -2.1% | +0.8% | -0.4% |
| 30D | -11.5% | -1.7% | -9.8% | -11.0% |
| 3M | -2.9% | -8.2% | +5.3% | +0.3% |
| 6M | -14.6% | -2.4% | -12.2% | -14.8% |
| YTD | -25.5% | -2.8% | -22.7% | -26.1% |
| 1Y | -31.1% | -2.7% | -28.4% | -32.1% |
| 3Y | +3.0% | +7.3% | -4.3% | -7.1% |
| 5Y | -42.6% | -11.4% | -31.2% | -44.8% |
| 10Y | -21.1% | +605.8% | -626.9% | -78.1% |
| All | +24.1% | +1,649.3% | -1,625.1% | -80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling