+140.7%
MS vs KWEB
-45.1%
+185.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.1% | -1.0% |
| 7D | -2.1% | -4.3% | +2.2% | -1.3% |
| 30D | -1.1% | -13.0% | +11.9% | +1.4% |
| 3M | +3.5% | -7.6% | +11.0% | +4.8% |
| 6M | +33.7% | -21.1% | +54.9% | +39.3% |
| YTD | +21.8% | -28.2% | +50.0% | +29.0% |
| 1Y | +41.1% | -34.9% | +76.0% | +52.0% |
| 3Y | +174.5% | -0.8% | +175.3% | +169.9% |
| 5Y | +140.7% | -43.6% | +184.2% | +148.3% |
| All | +140.7% | -45.1% | +185.7% | +148.3% |
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