+138.4%
HLT vs KMB
-13.1%
+151.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -1.6% | -6.5% | +4.9% | -0.5% |
| 30D | -5.0% | -8.8% | +3.8% | -3.6% |
| 3M | -10.4% | -2.2% | -8.2% | -10.1% |
| 6M | +3.2% | +0.7% | +2.6% | +3.0% |
| YTD | +6.7% | +1.0% | +5.7% | +6.3% |
| 1Y | +10.3% | -20.3% | +30.6% | +12.9% |
| 3Y | +99.3% | -13.3% | +112.6% | +99.9% |
| All | +138.4% | -13.1% | +151.6% | +136.4% |
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