+143.3%
DELL vs KMB
+11.9%
+131.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.1% | -13.0% | -7.1% |
| 7D | -24.6% | +0.4% | -25.0% | -24.1% |
| 30D | -32.5% | +14.0% | -46.5% | -29.1% |
| 3M | -20.2% | -1.3% | -18.9% | -19.2% |
| 6M | +76.5% | +16.7% | +59.8% | +81.8% |
| YTD | +198.9% | +12.0% | +186.9% | +217.7% |
| 1Y | +143.3% | +13.6% | +129.7% | +152.8% |
| All | +143.3% | +11.9% | +131.4% | +152.8% |
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