+63.6%
SLB vs KWEB
-27.0%
+90.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -0.3% |
| 7D | +0.8% | -1.0% | +1.9% | +1.1% |
| 30D | +15.8% | -8.7% | +24.5% | +18.6% |
| 3M | -0.3% | -4.0% | +3.6% | +0.9% |
| 6M | +21.3% | -13.1% | +34.5% | +26.3% |
| YTD | +52.3% | -23.5% | +75.8% | +65.6% |
| 1Y | +63.6% | -27.2% | +90.8% | +89.4% |
| All | +63.6% | -27.0% | +90.7% | +89.4% |
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