+22.5%
MA vs KWEB
-34.1%
+56.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.5% | -0.5% | +3.6% |
| 7D | +10.2% | +5.8% | +4.4% | +9.7% |
| 30D | +19.3% | -1.0% | +20.3% | +19.2% |
| 3M | +18.0% | -15.8% | +33.8% | +18.6% |
| 6M | +33.7% | -14.9% | +48.6% | +33.9% |
| YTD | +18.6% | -28.6% | +47.2% | +21.9% |
| 1Y | +22.5% | -33.9% | +56.4% | +27.1% |
| All | +22.5% | -34.1% | +56.6% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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