+27.5%
MCK vs KWEB
-33.1%
+60.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.1% |
| 7D | +9.3% | +8.6% | +0.6% | +8.6% |
| 30D | +16.3% | +0.9% | +15.4% | +15.9% |
| 3M | +22.3% | -13.2% | +35.6% | +22.4% |
| 6M | +34.1% | -13.2% | +47.3% | +33.7% |
| YTD | +31.1% | -27.3% | +58.4% | +35.6% |
| 1Y | +27.5% | -33.2% | +60.7% | +35.8% |
| All | +27.5% | -33.1% | +60.5% | +35.8% |
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