+54,893.9%
DHR vs KMB
+1,824.3%
+53,069.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.0% |
| 7D | -3.9% | -3.0% | -0.9% | -2.8% |
| 30D | +4.0% | -5.5% | +9.5% | +6.0% |
| 3M | +11.5% | +14.0% | -2.5% | +6.2% |
| 6M | +1.9% | +4.1% | -2.2% | -0.1% |
| YTD | -8.9% | +8.0% | -17.0% | -12.0% |
| 1Y | +5.1% | -13.7% | +18.8% | +9.3% |
| 3Y | -10.3% | -5.9% | -4.3% | -10.5% |
| 5Y | -27.8% | -8.6% | -19.2% | -27.8% |
| 10Y | +203.6% | +17.3% | +186.4% | +171.1% |
| All | +54,893.9% | +1,824.3% | +53,069.6% | +15,239.8% |
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