+122.8%
DAL vs KMB
+36.7%
+86.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +2.6% |
| 7D | +8.8% | +0.5% | +8.3% | +8.6% |
| 30D | +5.4% | +12.4% | -7.0% | +2.4% |
| 3M | -4.9% | +1.0% | -5.9% | -5.3% |
| 6M | +19.8% | +12.1% | +7.7% | +16.3% |
| YTD | +27.0% | +11.6% | +15.4% | +23.1% |
| 1Y | +52.5% | +13.1% | +39.3% | +47.3% |
| 3Y | +173.8% | +1.6% | +172.3% | +165.5% |
| 5Y | +104.5% | -0.3% | +104.9% | +97.0% |
| All | +122.8% | +36.7% | +86.1% | +101.9% |
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