+159.9%
DELL vs KMB
+9.5%
+150.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.1% | -9.3% | -6.2% |
| 7D | +4.9% | +0.9% | +3.9% | +5.4% |
| 30D | -32.1% | +10.1% | -42.2% | -29.0% |
| 3M | -30.2% | 0.0% | -30.3% | -28.7% |
| 6M | +41.7% | +15.7% | +26.0% | +47.2% |
| YTD | +176.6% | +12.6% | +163.9% | +197.4% |
| 1Y | +159.9% | +10.1% | +149.8% | +183.9% |
| All | +159.9% | +9.5% | +150.4% | +183.9% |
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 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