+1,370.8%
AMAT vs KMB
+38.4%
+1,332.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.6% | +0.7% |
| 7D | -2.5% | +6.0% | -8.5% | -3.4% |
| 30D | -26.5% | +13.5% | -40.0% | -28.4% |
| 3M | -28.6% | +3.8% | -32.3% | -29.3% |
| 6M | -14.2% | +15.6% | -29.8% | -17.9% |
| YTD | +45.5% | +14.0% | +31.5% | +39.4% |
| 1Y | +59.3% | +12.9% | +46.4% | +52.9% |
| 3Y | +153.1% | +3.7% | +149.4% | +138.7% |
| 5Y | +158.2% | -0.1% | +158.2% | +143.3% |
| 10Y | +1,370.8% | +41.1% | +1,329.7% | +1,087.7% |
| All | +1,370.8% | +38.4% | +1,332.4% | +1,087.7% |
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