+131.7%
MP vs KWEB
+1.9%
+129.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.5% | +4.7% |
| 7D | -10.5% | +9.4% | -19.9% | -15.2% |
| 30D | -23.5% | +2.3% | -25.8% | -24.7% |
| 3M | -25.4% | -12.3% | -13.1% | -19.9% |
| 6M | -51.3% | -16.4% | -34.9% | -46.4% |
| YTD | -29.9% | -26.9% | -3.0% | -16.7% |
| 1Y | -31.8% | -33.2% | +1.3% | -15.1% |
| All | +131.7% | +1.9% | +129.8% | +120.2% |
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 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