+700.7%
GOOGL vs KMB
+36.1%
+664.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.0% |
| 7D | +5.7% | -3.0% | +8.7% | +6.2% |
| 30D | -15.6% | +9.1% | -24.6% | -17.0% |
| 3M | -13.0% | -0.4% | -12.6% | -13.1% |
| 6M | -22.8% | +13.0% | -35.8% | -24.8% |
| YTD | -4.4% | +10.3% | -14.7% | -6.6% |
| 1Y | +4.5% | +8.2% | -3.8% | +2.4% |
| 3Y | +127.4% | +0.4% | +127.1% | +119.6% |
| 5Y | +102.8% | -2.7% | +105.5% | +96.0% |
| All | +700.7% | +36.1% | +664.6% | +612.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling