-11.3%
ABT vs KWEB
-42.7%
+31.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.0% | -1.4% |
| 7D | -5.9% | -5.6% | -0.3% | -5.5% |
| 30D | -8.1% | -10.7% | +2.6% | -7.3% |
| 3M | +14.5% | -7.4% | +21.9% | +15.1% |
| 6M | -6.3% | -19.3% | +13.0% | -4.9% |
| YTD | -17.1% | -27.8% | +10.6% | -15.3% |
| 1Y | -21.4% | -35.9% | +14.6% | -19.0% |
| 3Y | +5.9% | -1.9% | +7.9% | +4.4% |
| All | -11.3% | -42.7% | +31.5% | -9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling