+34,084.2%
HD vs KMB
+1,895.8%
+32,188.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.8% |
| 7D | -1.2% | +0.1% | -1.2% | -1.2% |
| 30D | +20.9% | +10.2% | +10.7% | +16.1% |
| 3M | -0.2% | +1.5% | -1.6% | -0.8% |
| 6M | +14.5% | +16.6% | -2.1% | +7.2% |
| YTD | +4.3% | +12.1% | -7.7% | -0.8% |
| 1Y | -3.5% | +11.1% | -14.5% | -7.8% |
| 3Y | +30.1% | +1.9% | +28.2% | +26.2% |
| 5Y | +8.5% | -1.3% | +9.7% | +5.7% |
| 10Y | +245.3% | +37.8% | +207.5% | +184.8% |
| All | +34,084.2% | +1,895.8% | +32,188.5% | +8,165.4% |
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 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