+123.5%
HPE vs KMB
+10.7%
+112.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.7% | +6.6% | +3.8% |
| 7D | +0.3% | +0.1% | +0.3% | +0.4% |
| 30D | -28.6% | +10.2% | -38.8% | -23.8% |
| 3M | -7.4% | +1.5% | -8.8% | -4.2% |
| 6M | +63.7% | +16.6% | +47.0% | +76.4% |
| YTD | +111.7% | +12.1% | +99.6% | +129.0% |
| 1Y | +123.5% | +11.1% | +112.4% | +142.2% |
| All | +123.5% | +10.7% | +112.8% | +142.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling