+540.2%
HPE vs KMB
+12.7%
+527.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.1% | +9.2% | +5.8% |
| 7D | +13.6% | -8.6% | +22.2% | +15.3% |
| 30D | +7.7% | -7.5% | +15.2% | +9.0% |
| 3M | +22.4% | -0.6% | +23.0% | +21.6% |
| 6M | +172.6% | -1.5% | +174.1% | +170.8% |
| YTD | +147.5% | +1.6% | +145.9% | +143.7% |
| 1Y | +151.8% | -20.8% | +172.6% | +161.9% |
| 3Y | +267.1% | -12.4% | +279.4% | +263.8% |
| 5Y | +362.8% | -12.9% | +375.7% | +354.9% |
| 10Y | +540.2% | +14.7% | +525.4% | +472.1% |
| All | +540.2% | +12.7% | +527.5% | +472.1% |
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