-0.2%
AZN vs KWEB
-35.0%
+34.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.3% | +0.3% |
| 7D | -1.6% | -5.6% | +4.0% | -1.0% |
| 30D | +1.1% | -10.7% | +11.7% | +2.1% |
| 3M | -12.1% | -7.4% | -4.7% | -11.4% |
| 6M | -17.1% | -19.3% | +2.2% | -14.5% |
| YTD | -12.0% | -27.8% | +15.8% | -8.4% |
| 1Y | -0.2% | -35.9% | +35.7% | +5.4% |
| All | -0.2% | -35.0% | +34.8% | +5.4% |
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 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