+64.9%
MPC vs KWEB
-22.2%
+87.1%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.2% | +5.7% | +1.7% |
| 7D | +9.4% | -7.5% | +16.9% | +7.6% |
| 30D | -13.4% | -7.3% | -6.1% | -14.1% |
| 3M | +18.9% | -16.8% | +35.7% | +18.2% |
| 6M | +64.9% | -21.4% | +86.3% | +61.1% |
| All | +64.9% | -22.2% | +87.1% | +61.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling