+650.3%
HCA vs KMB
+39.0%
+611.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -1.0% |
| 7D | +0.8% | +0.9% | -0.1% | +0.5% |
| 30D | +6.1% | +10.1% | -4.0% | +3.0% |
| 3M | +21.4% | 0.0% | +21.4% | +21.2% |
| 6M | +17.2% | +15.7% | +1.5% | +12.0% |
| YTD | +7.5% | +12.6% | -5.2% | +3.2% |
| 1Y | +6.2% | +10.1% | -4.0% | +2.6% |
| 3Y | +122.0% | +2.1% | +119.9% | +117.1% |
| 5Y | +112.2% | -0.7% | +112.8% | +107.4% |
| All | +650.3% | +39.0% | +611.3% | +582.6% |
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