+1,925.8%
MRVL vs KWEB
-19.7%
+1,945.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.4% | +3.7% |
| 7D | +5.6% | -5.6% | +11.2% | +8.5% |
| 30D | +8.8% | -10.7% | +19.4% | +14.7% |
| 3M | -15.9% | -7.4% | -8.5% | -13.2% |
| 6M | +161.3% | -19.3% | +180.6% | +189.1% |
| YTD | +178.2% | -27.8% | +206.0% | +224.9% |
| 1Y | +255.3% | -35.9% | +291.3% | +340.1% |
| 3Y | +323.1% | -1.9% | +325.0% | +309.0% |
| 5Y | +293.2% | -43.2% | +336.4% | +367.7% |
| All | +1,925.8% | -19.7% | +1,945.5% | +1,824.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling