+4,681.2%
DELL vs KMB
+18.3%
+4,662.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.8% |
| 7D | +14.9% | -3.0% | +17.9% | +15.5% |
| 30D | +13.3% | -5.5% | +18.8% | +14.4% |
| 3M | +24.4% | +14.0% | +10.4% | +20.4% |
| 6M | +258.0% | +4.1% | +253.9% | +252.7% |
| YTD | +320.2% | +8.0% | +312.1% | +310.3% |
| 1Y | +319.1% | -13.7% | +332.8% | +329.2% |
| 3Y | +706.5% | -5.9% | +712.5% | +688.3% |
| 5Y | +1,071.9% | -8.6% | +1,080.5% | +1,047.2% |
| 10Y | +4,683.5% | +17.3% | +4,666.2% | +4,245.1% |
| All | +4,681.2% | +18.3% | +4,662.9% | +4,219.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling