+110.7%
MCK vs KWEB
-2.3%
+113.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | -2.9% | -5.6% | +2.6% | -3.1% |
| 30D | +0.4% | -10.7% | +11.1% | +0.1% |
| 3M | +12.1% | -7.4% | +19.5% | +11.8% |
| 6M | -5.4% | -19.3% | +13.9% | -6.0% |
| YTD | +7.8% | -27.8% | +35.5% | +6.7% |
| 1Y | +22.9% | -35.9% | +58.9% | +21.1% |
| 3Y | +110.7% | -1.9% | +112.7% | +116.0% |
| All | +110.7% | -2.3% | +113.0% | +116.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling