+445.3%
MP vs KWEB
-49.5%
+494.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +0.5% |
| 7D | -2.9% | -1.0% | -1.8% | -2.4% |
| 30D | +13.8% | -8.7% | +22.5% | +18.4% |
| 3M | -16.7% | -4.0% | -12.7% | -15.4% |
| 6M | -11.5% | -13.1% | +1.6% | -5.9% |
| YTD | +7.9% | -23.5% | +31.4% | +21.1% |
| 1Y | -15.0% | -27.2% | +12.1% | -3.1% |
| 3Y | +153.5% | -2.1% | +155.6% | +151.6% |
| 5Y | +58.7% | -40.8% | +99.4% | +85.9% |
| All | +445.3% | -49.5% | +494.8% | +691.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling