+156.4%
ADBE vs KMB
+12.7%
+143.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | +0.2% |
| 7D | -8.9% | -8.6% | -0.3% | -6.5% |
| 30D | -6.6% | -7.5% | +0.9% | -4.5% |
| 3M | +7.1% | -0.6% | +7.8% | +7.6% |
| 6M | -9.8% | -1.5% | -8.2% | -9.4% |
| YTD | -27.2% | +1.6% | -28.8% | -27.8% |
| 1Y | -28.0% | -20.8% | -7.2% | -23.4% |
| 3Y | -54.5% | -12.4% | -42.1% | -53.8% |
| 5Y | -61.5% | -12.9% | -48.5% | -61.3% |
| 10Y | +156.4% | +14.7% | +141.7% | +144.6% |
| All | +156.4% | +12.7% | +143.8% | +144.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 10y: compounded portfolio wealth divided by compounded KMB 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…
10y analysis · Full analysis span regression · 6 months rolling