+45.3%
MO vs KWEB
-34.1%
+79.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.5% | -3.1% | +1.9% |
| 7D | +6.9% | +5.8% | +1.1% | +7.6% |
| 30D | +14.9% | -1.0% | +15.9% | +14.9% |
| 3M | +16.4% | -15.8% | +32.3% | +14.2% |
| 6M | +9.6% | -14.9% | +24.5% | +8.1% |
| YTD | +41.8% | -28.6% | +70.4% | +35.3% |
| 1Y | +45.3% | -33.9% | +79.3% | +37.6% |
| All | +45.3% | -34.1% | +79.4% | +37.6% |
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