+68.9%
MP vs KWEB
-44.1%
+113.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.2% | +2.7% |
| 7D | +3.0% | -1.3% | +4.3% | +3.6% |
| 30D | +8.3% | -11.5% | +19.8% | +14.3% |
| 3M | -3.8% | -2.9% | -0.9% | -2.9% |
| 6M | -4.9% | -14.6% | +9.7% | +1.9% |
| YTD | +9.6% | -25.5% | +35.1% | +24.7% |
| 1Y | -11.7% | -31.1% | +19.4% | +3.4% |
| 3Y | +158.5% | +3.0% | +155.5% | +151.8% |
| 5Y | +68.9% | -42.6% | +111.5% | +132.8% |
| All | +68.9% | -44.1% | +113.0% | +132.8% |
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