+7,459.1%
MU vs KWEB
+24.8%
+7,434.2%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | -0.3% |
| 7D | +7.2% | -1.3% | +8.4% | +7.9% |
| 30D | +14.0% | -11.5% | +25.5% | +21.0% |
| 3M | +5.4% | -2.9% | +8.3% | +5.8% |
| 6M | +170.3% | -14.6% | +184.9% | +190.7% |
| YTD | +250.7% | -25.5% | +276.2% | +304.5% |
| 1Y | +662.1% | -31.1% | +693.2% | +819.3% |
| 3Y | +1,341.2% | +3.0% | +1,338.2% | +1,265.6% |
| 5Y | +1,319.3% | -42.6% | +1,362.0% | +1,553.7% |
| 10Y | +5,778.3% | -21.1% | +5,799.4% | +4,801.2% |
| All | +7,459.1% | +24.8% | +7,434.2% | +4,566.0% |
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