+23.0%
MMM vs KWEB
-34.1%
+57.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +4.5% | +5.1% | +8.3% |
| 7D | +12.2% | +5.8% | +6.5% | +10.7% |
| 30D | +18.8% | -1.0% | +19.8% | +18.8% |
| 3M | +7.4% | -15.8% | +23.2% | +11.6% |
| 6M | +38.3% | -14.9% | +53.3% | +44.5% |
| YTD | +22.9% | -28.6% | +51.4% | +35.8% |
| 1Y | +23.0% | -33.9% | +56.9% | +39.7% |
| All | +23.0% | -34.1% | +57.1% | +39.7% |
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