-40.7%
MP vs KWEB
-37.0%
-3.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.4% | +1.9% |
| 7D | +2.3% | -2.7% | +5.0% | +3.9% |
| 30D | -15.3% | -4.4% | -10.9% | -12.7% |
| 3M | -33.5% | -15.7% | -17.8% | -23.8% |
| 6M | -45.5% | -20.0% | -25.5% | -33.9% |
| YTD | -27.3% | -30.5% | +3.2% | -0.5% |
| 1Y | -40.7% | -36.6% | -4.1% | -9.7% |
| All | -40.7% | -37.0% | -3.7% | -9.7% |
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