+629.7%
AMZN vs KMB
+38.4%
+591.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.6% |
| 7D | +8.0% | +6.0% | +2.0% | +7.4% |
| 30D | +3.2% | +13.5% | -10.3% | +1.7% |
| 3M | -2.6% | +3.8% | -6.4% | -3.1% |
| 6M | -0.7% | +15.6% | -16.2% | -2.5% |
| YTD | +17.4% | +14.0% | +3.3% | +15.1% |
| 1Y | +9.0% | +12.9% | -3.9% | +7.1% |
| 3Y | +88.7% | +3.7% | +85.0% | +82.5% |
| 5Y | +55.6% | -0.1% | +55.6% | +50.9% |
| 10Y | +629.7% | +41.1% | +588.6% | +567.5% |
| All | +629.7% | +38.4% | +591.4% | +567.5% |
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