+117.2%
MPC vs KWEB
-34.1%
+151.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.5% | -12.6% | -7.5% |
| 7D | -10.9% | +5.8% | -16.7% | -10.2% |
| 30D | -9.4% | -1.0% | -8.4% | -9.1% |
| 3M | +26.0% | -15.8% | +41.8% | +25.4% |
| 6M | +56.5% | -14.9% | +71.4% | +54.7% |
| YTD | +144.3% | -28.6% | +172.8% | +148.5% |
| 1Y | +117.2% | -33.9% | +151.2% | +131.4% |
| All | +117.2% | -34.1% | +151.3% | +131.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling