-33.9%
KWEB vs GSK
+14.9%
-48.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.0% | -0.6% | +3.8% |
| 7D | +5.8% | +4.9% | +0.8% | +5.1% |
| 30D | -1.0% | +9.9% | -10.9% | -2.2% |
| 3M | -15.8% | +0.2% | -16.0% | -15.9% |
| 6M | -14.9% | +2.3% | -17.3% | -15.4% |
| YTD | -28.6% | +7.1% | -35.6% | -28.7% |
| 1Y | -33.9% | +13.1% | -47.0% | -34.6% |
| All | -33.9% | +14.9% | -48.8% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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