+102.9%
DAL vs KMB
-0.3%
+103.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +2.5% |
| 7D | +8.8% | +0.5% | +8.3% | +8.7% |
| 30D | +5.4% | +12.4% | -7.0% | +3.3% |
| 3M | -4.9% | +1.0% | -5.9% | -5.2% |
| 6M | +19.8% | +12.1% | +7.7% | +17.4% |
| YTD | +27.0% | +11.6% | +15.4% | +24.2% |
| 1Y | +52.5% | +13.1% | +39.3% | +48.9% |
| 3Y | +173.8% | +1.6% | +172.3% | +164.3% |
| All | +102.9% | -0.3% | +103.2% | +84.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling