+154.6%
MP vs KWEB
+5.5%
+149.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +0.2% |
| 7D | -2.9% | -1.0% | -1.8% | -2.3% |
| 30D | +13.8% | -8.7% | +22.5% | +19.9% |
| 3M | -16.7% | -4.0% | -12.7% | -14.9% |
| 6M | -11.5% | -13.1% | +1.6% | -4.1% |
| YTD | +7.9% | -23.5% | +31.4% | +25.4% |
| 1Y | -15.0% | -27.2% | +12.1% | +0.6% |
| All | +154.6% | +5.5% | +149.1% | +136.7% |
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 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