+719.8%
MU vs KWEB
-27.0%
+746.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.0% | +4.1% | +4.6% |
| 7D | +9.0% | -1.0% | +10.0% | +9.8% |
| 30D | +13.8% | -8.7% | +22.5% | +21.6% |
| 3M | +2.1% | -4.0% | +6.1% | +5.1% |
| 6M | +153.8% | -13.1% | +166.9% | +191.0% |
| YTD | +256.4% | -23.5% | +279.9% | +367.6% |
| 1Y | +719.8% | -27.2% | +746.9% | +1,134.5% |
| All | +719.8% | -27.0% | +746.8% | +1,134.5% |
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