+155.3%
HBAN vs KMB
+14.6%
+140.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -1.0% | -6.5% | +5.5% | +0.4% |
| 30D | -5.6% | -8.8% | +3.2% | -3.8% |
| 3M | -1.1% | -2.2% | +1.0% | -0.8% |
| 6M | +9.9% | +0.7% | +9.2% | +9.5% |
| YTD | -0.9% | +1.0% | -2.0% | -1.6% |
| 1Y | -1.4% | -20.3% | +18.9% | +2.7% |
| 3Y | +78.2% | -13.3% | +91.5% | +80.1% |
| 5Y | +37.0% | -12.9% | +50.0% | +37.0% |
| All | +155.3% | +14.6% | +140.6% | +156.3% |
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