+46.2%
SLB vs KWEB
-34.1%
+80.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.5% | -5.6% | -2.1% |
| 7D | -4.1% | +5.8% | -9.9% | -5.3% |
| 30D | +2.5% | -1.0% | +3.5% | +2.9% |
| 3M | +2.0% | -15.8% | +17.8% | +6.6% |
| 6M | -6.3% | -14.9% | +8.6% | -2.3% |
| YTD | +36.5% | -28.6% | +65.1% | +52.9% |
| 1Y | +46.2% | -33.9% | +80.2% | +66.0% |
| All | +46.2% | -34.1% | +80.3% | +66.0% |
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