-4.9%
EQT vs KMB
+11.9%
-16.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.1% | -7.3% | -3.1% |
| 7D | -6.6% | +0.4% | -6.9% | -6.5% |
| 30D | +2.7% | +14.0% | -11.3% | +3.0% |
| 3M | -0.2% | -1.3% | +1.2% | -0.1% |
| 6M | -10.6% | +16.7% | -27.3% | -10.7% |
| YTD | -1.2% | +12.0% | -13.1% | -1.0% |
| 1Y | -4.9% | +13.6% | -18.5% | -5.0% |
| All | -4.9% | +11.9% | -16.8% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling