+678.6%
MPC vs KWEB
-44.1%
+722.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.6% | +4.9% | +2.6% |
| 7D | +3.9% | -1.3% | +5.1% | +4.0% |
| 30D | +33.8% | -11.5% | +45.3% | +35.5% |
| 3M | +49.9% | -2.9% | +52.8% | +50.2% |
| 6M | +80.9% | -14.6% | +95.6% | +83.5% |
| YTD | +147.4% | -25.5% | +172.9% | +155.0% |
| 1Y | +123.2% | -31.1% | +154.3% | +132.2% |
| 3Y | +171.7% | +3.0% | +168.7% | +168.8% |
| 5Y | +678.6% | -42.6% | +721.2% | +753.9% |
| All | +678.6% | -44.1% | +722.6% | +753.9% |
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 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