+381.8%
DAL vs KMB
+222.9%
+159.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.5% | -5.9% | -5.2% |
| 7D | +4.6% | +0.4% | +4.2% | +4.3% |
| 30D | +2.3% | +14.1% | -11.8% | -5.1% |
| 3M | -8.1% | -0.5% | -7.6% | -8.2% |
| 6M | +21.4% | +16.6% | +4.8% | +10.4% |
| YTD | +24.3% | +13.7% | +10.6% | +13.9% |
| 1Y | +47.4% | +16.1% | +31.3% | +33.3% |
| 3Y | +164.6% | +4.7% | +159.9% | +140.6% |
| 5Y | +100.2% | +1.5% | +98.7% | +80.0% |
| 10Y | +124.9% | +40.5% | +84.4% | +36.5% |
| All | +381.8% | +222.9% | +159.0% | -3.9% |
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 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