+3,014.5%
EQT vs KMB
+1,709.5%
+1,305.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | +0.1% |
| 7D | -2.0% | -8.6% | +6.6% | +0.2% |
| 30D | +1.0% | -7.5% | +8.5% | +3.0% |
| 3M | +4.0% | -0.6% | +4.6% | +3.8% |
| 6M | -11.7% | -1.5% | -10.1% | -11.9% |
| YTD | +2.8% | +1.6% | +1.2% | +1.6% |
| 1Y | +10.0% | -20.8% | +30.8% | +15.2% |
| 3Y | +34.1% | -12.4% | +46.5% | +34.9% |
| 5Y | +195.3% | -12.9% | +208.2% | +194.3% |
| 10Y | +51.6% | +14.7% | +36.8% | +37.3% |
| All | +3,014.5% | +1,709.5% | +1,305.0% | +1,585.1% |
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