+87.5%
AMZN vs KMB
-5.6%
+93.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.5% | -0.4% |
| 7D | -3.0% | -3.0% | +0.1% | -3.5% |
| 30D | -5.2% | -5.5% | +0.3% | -6.1% |
| 3M | +1.9% | +14.0% | -12.1% | +4.5% |
| 6M | +19.2% | +4.1% | +15.1% | +19.8% |
| YTD | +12.0% | +8.0% | +3.9% | +13.8% |
| 1Y | +9.7% | -13.7% | +23.4% | +6.5% |
| All | +87.5% | -5.6% | +93.2% | +80.1% |
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