+16.3%
AZN vs KWEB
-33.1%
+49.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -3.0% | -1.3% |
| 7D | +7.1% | +8.6% | -1.5% | +6.2% |
| 30D | +17.8% | +0.9% | +16.9% | +17.6% |
| 3M | +15.7% | -13.2% | +28.9% | +17.2% |
| 6M | +3.1% | -13.2% | +16.3% | +5.7% |
| YTD | +2.7% | -27.3% | +30.0% | +7.3% |
| 1Y | +16.3% | -33.2% | +49.6% | +24.9% |
| All | +16.3% | -33.1% | +49.4% | +24.9% |
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