+203.0%
AMAT vs KMB
-5.5%
+208.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.6% | +5.9% | +3.9% |
| 7D | -1.5% | -3.0% | +1.5% | -2.3% |
| 30D | -14.8% | -5.5% | -9.3% | -16.0% |
| 3M | -9.3% | +14.0% | -23.3% | -6.6% |
| 6M | +27.4% | +4.1% | +23.3% | +28.7% |
| YTD | +77.6% | +8.0% | +69.5% | +81.6% |
| 1Y | +188.9% | -13.7% | +202.7% | +186.7% |
| All | +203.0% | -5.5% | +208.5% | +201.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling