+319.1%
DELL vs KMB
-14.3%
+333.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +1.1% |
| 7D | +14.9% | -4.2% | +19.1% | +14.0% |
| 30D | +13.3% | -6.6% | +19.9% | +11.9% |
| 3M | +24.4% | +12.6% | +11.8% | +24.8% |
| 6M | +258.0% | +2.9% | +255.2% | +259.1% |
| YTD | +320.2% | +6.8% | +313.4% | +324.5% |
| 1Y | +319.1% | -14.8% | +333.8% | +316.6% |
| All | +319.1% | -14.3% | +333.4% | +316.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling