-0.1%
KWEB vs MSFU
+72.2%
-72.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.3% | -2.3% |
| 7D | -1.3% | -3.2% | +1.9% | -0.9% |
| 30D | -11.5% | -3.1% | -8.4% | -11.2% |
| 3M | -2.9% | +35.3% | -38.2% | -8.3% |
| 6M | -14.6% | +31.6% | -46.2% | -19.7% |
| YTD | -25.5% | -9.5% | -16.0% | -25.9% |
| 1Y | -31.1% | -18.4% | -12.7% | -30.1% |
| 3Y | +3.0% | +26.9% | -24.0% | -10.4% |
| All | -0.1% | +72.2% | -72.3% | -19.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling