+121.7%
MPC vs KWEB
-33.5%
+155.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +0.5% |
| 7D | +3.2% | -3.6% | +6.8% | +3.3% |
| 30D | +25.0% | -14.9% | +39.9% | +25.9% |
| 3M | +55.2% | -5.4% | +60.6% | +54.9% |
| 6M | +86.4% | -18.9% | +105.3% | +88.7% |
| YTD | +148.5% | -27.2% | +175.7% | +159.3% |
| 1Y | +121.7% | -34.2% | +155.9% | +143.6% |
| All | +121.7% | -33.5% | +155.2% | +143.6% |
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