+84.6%
MRK vs KWEB
-34.1%
+118.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.5% | -0.5% | +3.5% |
| 7D | +6.7% | +5.8% | +0.9% | +6.2% |
| 30D | +7.8% | -1.0% | +8.7% | +7.7% |
| 3M | +18.2% | -15.8% | +34.0% | +19.1% |
| 6M | +34.7% | -14.9% | +49.6% | +37.6% |
| YTD | +45.8% | -28.6% | +74.4% | +50.9% |
| 1Y | +84.6% | -33.9% | +118.5% | +96.0% |
| All | +84.6% | -34.1% | +118.7% | +96.0% |
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