+576.1%
AMZN vs KMB
+17.5%
+558.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.4% |
| 7D | +0.8% | -2.7% | +3.5% | +1.1% |
| 30D | -6.4% | -5.0% | -1.4% | -5.8% |
| 3M | +4.8% | +6.6% | -1.8% | +3.8% |
| 6M | +20.5% | +1.0% | +19.6% | +20.1% |
| YTD | +11.3% | +6.0% | +5.4% | +10.2% |
| 1Y | +9.0% | -16.6% | +25.6% | +11.1% |
| 3Y | +85.9% | -8.6% | +94.5% | +83.5% |
| 5Y | +45.8% | -10.9% | +56.6% | +43.9% |
| All | +576.1% | +17.5% | +558.6% | +533.7% |
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