+3,313.5%
DELL vs KMB
+22.7%
+3,290.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -1.7% | +13.5% | +12.0% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -35.1% | +10.2% | -45.3% | -36.4% |
| 3M | -15.1% | +1.5% | -16.6% | -15.6% |
| 6M | +51.7% | +16.6% | +35.1% | +45.6% |
| YTD | +200.0% | +12.1% | +187.9% | +190.3% |
| 1Y | +172.1% | +11.1% | +161.1% | +163.9% |
| 3Y | +431.2% | +1.9% | +429.3% | +407.5% |
| 5Y | +633.1% | -1.3% | +634.4% | +602.3% |
| 10Y | +2,886.3% | +37.8% | +2,848.6% | +2,519.9% |
| All | +3,313.5% | +22.7% | +3,290.8% | +2,955.8% |
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