+825.5%
ABBV vs KWEB
+22.0%
+803.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.1% | +1.1% |
| 7D | -4.1% | -3.6% | -0.6% | -3.7% |
| 30D | +1.2% | -14.9% | +16.1% | +3.1% |
| 3M | +12.1% | -5.4% | +17.5% | +12.7% |
| 6M | +12.0% | -18.9% | +30.9% | +14.5% |
| YTD | +12.4% | -27.2% | +39.6% | +16.2% |
| 1Y | +22.9% | -34.2% | +57.2% | +28.5% |
| 3Y | +86.8% | +0.6% | +86.1% | +82.3% |
| 5Y | +181.0% | -43.5% | +224.5% | +193.8% |
| 10Y | +497.0% | -20.6% | +517.6% | +424.3% |
| All | +825.5% | +22.0% | +803.5% | +567.5% |
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 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