+694.6%
DELL vs KMB
-8.5%
+703.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +1.6% |
| 7D | +25.6% | -2.7% | +28.3% | +25.0% |
| 30D | +17.7% | -5.0% | +22.7% | +16.7% |
| 3M | +33.4% | +6.6% | +26.9% | +34.4% |
| 6M | +266.2% | +1.0% | +265.2% | +267.4% |
| YTD | +328.0% | +6.0% | +322.0% | +332.6% |
| 1Y | +339.6% | -16.6% | +356.2% | +330.4% |
| 3Y | +694.6% | -8.6% | +703.2% | +684.7% |
| All | +694.6% | -8.5% | +703.1% | +684.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling