+139.3%
SLB vs KWEB
-42.3%
+181.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.2% |
| 7D | -1.9% | -3.6% | +1.7% | -1.4% |
| 30D | +7.8% | -14.9% | +22.7% | +10.0% |
| 3M | +2.7% | -5.4% | +8.1% | +3.3% |
| 6M | +22.2% | -18.9% | +41.0% | +25.2% |
| YTD | +51.1% | -27.2% | +78.3% | +57.0% |
| 1Y | +63.3% | -34.2% | +97.6% | +71.7% |
| 3Y | +2.4% | +0.6% | +1.8% | +2.2% |
| 5Y | +139.3% | -43.5% | +182.8% | +168.6% |
| All | +139.3% | -42.3% | +181.7% | +168.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling