+199.8%
MPC vs KWEB
-5.9%
+205.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +11.2% | -7.8% | +19.1% | +12.4% |
| 30D | -14.5% | -6.4% | -8.0% | -13.8% |
| 3M | +16.7% | -14.6% | +31.3% | +19.2% |
| 6M | +67.6% | -25.0% | +92.6% | +74.5% |
| YTD | +157.9% | -32.7% | +190.6% | +174.1% |
| 1Y | +116.7% | -37.3% | +154.0% | +133.8% |
| 3Y | +199.8% | -5.9% | +205.7% | +205.9% |
| All | +199.8% | -5.9% | +205.7% | +205.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling