+2,954.5%
DELL vs KMB
+24.8%
+2,929.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.3% |
| 7D | -18.1% | +6.0% | -24.2% | -18.9% |
| 30D | -42.9% | +13.5% | -56.4% | -44.2% |
| 3M | -26.9% | +3.8% | -30.6% | -27.5% |
| 6M | +28.8% | +15.6% | +13.2% | +24.1% |
| YTD | +168.4% | +14.0% | +154.4% | +159.2% |
| 1Y | +136.8% | +12.9% | +123.9% | +129.2% |
| 3Y | +375.3% | +3.7% | +371.6% | +353.2% |
| 5Y | +551.0% | -0.1% | +551.1% | +523.4% |
| 10Y | +2,566.3% | +41.1% | +2,525.2% | +2,233.1% |
| All | +2,954.5% | +24.8% | +2,929.6% | +2,628.7% |
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 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