+31,416.6%
AVGO vs KMB
+245.2%
+31,171.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.6% |
| 7D | -3.0% | -3.0% | +0.1% | -2.2% |
| 30D | -14.4% | -5.5% | -9.0% | -13.3% |
| 3M | -14.4% | +14.0% | -28.4% | -18.1% |
| 6M | +13.1% | +4.1% | +9.0% | +10.9% |
| YTD | +3.8% | +8.0% | -4.3% | +0.3% |
| 1Y | +17.8% | -13.7% | +31.5% | +21.2% |
| 3Y | +325.3% | -5.9% | +331.2% | +311.8% |
| 5Y | +689.9% | -8.6% | +698.5% | +665.1% |
| 10Y | +2,597.0% | +17.3% | +2,579.7% | +2,176.3% |
| All | +31,416.6% | +245.2% | +31,171.5% | +13,380.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling