+85.6%
AMZN vs KMB
+2.8%
+82.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.6% |
| 7D | +7.9% | +0.5% | +7.4% | +7.9% |
| 30D | -0.2% | +12.4% | -12.6% | +1.7% |
| 3M | -4.8% | +1.0% | -5.7% | -4.6% |
| 6M | -5.7% | +12.1% | -17.9% | -3.6% |
| YTD | +12.3% | +11.6% | +0.7% | +14.8% |
| 1Y | +6.7% | +13.1% | -6.4% | +9.5% |
| 3Y | +85.6% | +1.6% | +84.0% | +83.0% |
| All | +85.6% | +2.8% | +82.8% | +83.0% |
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