+40.7%
ABBV vs KWEB
-34.1%
+74.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.5% | -1.4% | +3.1% |
| 7D | +3.1% | +5.8% | -2.7% | +3.2% |
| 30D | +11.6% | -1.0% | +12.6% | +11.5% |
| 3M | +21.7% | -15.8% | +37.5% | +20.8% |
| 6M | +43.5% | -14.9% | +58.5% | +43.3% |
| YTD | +32.9% | -28.6% | +61.5% | +29.1% |
| 1Y | +40.7% | -33.9% | +74.6% | +34.7% |
| All | +40.7% | -34.1% | +74.8% | +34.7% |
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 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