+36.0%
HBAN vs KMB
-13.0%
+48.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -1.9% | -7.7% | +5.7% | -0.6% |
| 30D | -5.9% | -8.2% | +2.4% | -4.5% |
| 3M | +0.2% | -1.9% | +2.1% | +0.5% |
| 6M | +6.6% | -0.7% | +7.3% | +6.5% |
| YTD | -1.7% | +1.4% | -3.1% | -2.3% |
| 1Y | -1.7% | -19.1% | +17.4% | +1.2% |
| 3Y | +74.9% | -12.6% | +87.5% | +74.8% |
| 5Y | +36.0% | -12.7% | +48.6% | +30.4% |
| All | +36.0% | -13.0% | +48.9% | +30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling