+2,662.4%
DELL vs KMB
+39.0%
+2,623.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.1% | -9.3% | -7.5% |
| 7D | +4.9% | +0.9% | +3.9% | +4.7% |
| 30D | -32.1% | +10.1% | -42.2% | -33.4% |
| 3M | -30.2% | 0.0% | -30.3% | -30.4% |
| 6M | +41.7% | +15.7% | +26.0% | +36.3% |
| YTD | +176.6% | +12.6% | +163.9% | +167.3% |
| 1Y | +159.9% | +10.1% | +149.8% | +152.5% |
| 3Y | +388.0% | +2.1% | +385.8% | +365.9% |
| 5Y | +578.2% | -0.7% | +578.9% | +548.4% |
| All | +2,662.4% | +39.0% | +2,623.4% | +2,287.7% |
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 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