+29.9%
MCHP vs KWEB
-34.1%
+64.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.5% | -7.8% | -4.7% |
| 7D | -5.4% | +5.8% | -11.2% | -7.2% |
| 30D | -7.5% | -1.0% | -6.6% | -7.1% |
| 3M | -6.0% | -15.8% | +9.8% | -0.2% |
| 6M | -20.1% | -14.9% | -5.1% | -15.3% |
| YTD | +20.2% | -28.6% | +48.8% | +32.5% |
| 1Y | +29.9% | -33.9% | +63.9% | +47.0% |
| All | +29.9% | -34.1% | +64.1% | +47.0% |
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