+60.4%
AMGN vs KWEB
-27.0%
+87.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.0% | -3.5% | -1.7% |
| 7D | +1.1% | -1.0% | +2.1% | +1.2% |
| 30D | +7.8% | -8.7% | +16.6% | +8.6% |
| 3M | +27.3% | -4.0% | +31.2% | +27.8% |
| 6M | +16.8% | -13.1% | +30.0% | +18.3% |
| YTD | +36.3% | -23.5% | +59.8% | +37.3% |
| 1Y | +60.4% | -27.2% | +87.6% | +65.1% |
| All | +60.4% | -27.0% | +87.5% | +65.1% |
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