+5,782.7%
MU vs KWEB
+12.9%
+5,769.8%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.6% |
| 7D | +12.8% | -7.8% | +20.6% | +17.2% |
| 30D | -14.9% | -6.4% | -8.4% | -12.6% |
| 3M | -18.0% | -14.6% | -3.4% | -12.0% |
| 6M | -3.1% | -25.0% | +21.9% | +10.2% |
| YTD | +172.9% | -32.7% | +205.6% | +228.4% |
| 1Y | +228.8% | -37.3% | +266.2% | +311.5% |
| 3Y | +950.8% | -5.9% | +956.7% | +936.0% |
| 5Y | +931.3% | -47.1% | +978.4% | +1,154.9% |
| 10Y | +4,417.7% | -22.3% | +4,440.0% | +3,604.5% |
| All | +5,782.7% | +12.9% | +5,769.8% | +3,688.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling