+803.2%
MS vs KWEB
-22.5%
+825.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.2% |
| 7D | +1.7% | -3.6% | +5.2% | +2.6% |
| 30D | 0.0% | -14.9% | +14.9% | +4.1% |
| 3M | +3.0% | -5.4% | +8.4% | +4.1% |
| 6M | +35.7% | -18.9% | +54.5% | +42.4% |
| YTD | +23.3% | -27.2% | +50.5% | +33.0% |
| 1Y | +44.7% | -34.2% | +78.9% | +59.9% |
| 3Y | +178.0% | +0.6% | +177.4% | +167.6% |
| 5Y | +143.2% | -43.5% | +186.7% | +163.2% |
| 10Y | +803.2% | -20.6% | +823.8% | +686.4% |
| All | +803.2% | -22.5% | +825.7% | +686.4% |
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