+5.4%
MMM vs KWEB
-35.0%
+40.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | -2.1% | -5.6% | +3.4% | -0.8% |
| 30D | -9.8% | -10.7% | +0.8% | -7.5% |
| 3M | +4.9% | -7.4% | +12.3% | +6.8% |
| 6M | +7.3% | -19.3% | +26.7% | +13.6% |
| YTD | +4.5% | -27.8% | +32.2% | +13.9% |
| 1Y | +5.4% | -35.9% | +41.3% | +17.2% |
| All | +5.4% | -35.0% | +40.3% | +17.2% |
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