-16.8%
MP vs KWEB
-37.7%
+20.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.5% | +4.7% |
| 7D | -10.5% | +9.4% | -19.9% | -14.2% |
| 30D | -23.5% | +2.3% | -25.8% | -24.5% |
| 3M | -25.4% | -12.3% | -13.1% | -21.3% |
| 6M | -51.3% | -16.4% | -34.9% | -47.6% |
| YTD | -29.9% | -26.9% | -3.0% | -19.9% |
| 1Y | -31.8% | -33.2% | +1.3% | -19.1% |
| 3Y | +127.0% | +1.2% | +125.8% | +122.8% |
| All | -16.8% | -37.7% | +20.9% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling