-3.1%
KWEB vs MSFU
+73.2%
-76.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +0.5% |
| 7D | -5.6% | -1.8% | -3.8% | -5.3% |
| 30D | -10.7% | +0.5% | -11.2% | -10.9% |
| 3M | -7.4% | +51.9% | -59.3% | -14.1% |
| 6M | -19.3% | +35.0% | -54.3% | -24.5% |
| YTD | -27.8% | -9.0% | -18.7% | -28.1% |
| 1Y | -35.9% | -18.8% | -17.1% | -35.0% |
| 3Y | -1.9% | +25.5% | -27.4% | -14.4% |
| All | -3.1% | +73.2% | -76.2% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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