+0.5%
AZN vs KWEB
-27.0%
+27.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.3% | -1.4% |
| 7D | 0.0% | -1.0% | +1.0% | +0.1% |
| 30D | +0.7% | -8.7% | +9.5% | +1.5% |
| 3M | -10.5% | -4.0% | -6.5% | -9.9% |
| 6M | -19.3% | -13.1% | -6.1% | -17.3% |
| YTD | -10.6% | -23.5% | +12.9% | -7.7% |
| 1Y | +0.5% | -27.2% | +27.7% | +2.9% |
| All | +0.5% | -27.0% | +27.6% | +2.9% |
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